Business Solutions

While it does come with many unique challenges, owning a small business can be a rewarding experience—both personally and financially. As a business owner, you pour every ounce of energy into growing your business while also providing for your family. Being laser-focused on the business, however, makes it easy to forget how to properly plan for the future. That’s where we come in.

Working with business owners for nearly 50 years, we understand these nuances. We also realize your business and personal finances are intertwined. That’s why we believe a sound financial plan needs to take both into consideration. We will work with you to explore the following issues:

  • Investment Management
  • Insurance & Risk Management
  • Retirement Plan Design
  • Diversifying Assets
  • Estate Planning
  • Tax Planning
  • Retirement Planning
  • Charitable Planning
  • Succession/Exit Planning

• Business Owner Lead Contact •

Urmas Lupkin

Vice President Sales & Marketing

Working with business owners for nearly 50 years, we understand these nuances. We also realize your business and personal finances are intertwined. That’s why we believe a sound financial plan needs to take both into consideration. We will work with you to explore the following issues:

  • Investment Management
  • Insurance & Risk Management
  • Retirement Plan Design
  • Diversifying Assets
  • Estate Planning
  • Tax Planning
  • Retirement Planning
  • Charitable Planning
  • Succession/Exit Planning

• Business Owner Lead Contact •

Urmas Lupkin

Vice President Sales & Marketing

Working with business owners for nearly 50 years, we understand these nuances. We also realize your business and personal finances are intertwined. That’s why we believe a sound financial plan needs to take both into consideration. We will work with you to explore the following issues:

  • Investment Management
  • Insurance & Risk Management
  • Retirement Plan Design
  • Diversifying Assets
  • Estate Planning
  • Tax Planning
  • Retirement Planning
  • Charitable Planning
  • Succession/Exit Planning

• Business Owner Lead Contact •

Urmas Lupkin

Vice President Sales & Marketing

Taking the lead, your Sgroi Financial Advisor will coordinate your planning by working with your other advisors including your accountant, attorney and if necessary, a business broker or valuation specialist. We believe that a team approach will yield the best outcome and allow you to put your focus back into your business while still having peace of mind that you and your family are protected.

Taking the lead, your Sgroi Financial Advisor will coordinate your planning by working with your other advisors including your accountant, attorney and if necessary, a business broker or valuation specialist. We believe that a team approach will yield the best outcome and allow you to put your focus back into your business while still having peace of mind that you and your family are protected.

• GET TO KNOW US •

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Check out the background of our investment professionals on: BrokerCheck

Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

We are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, and WA