Business Wealth Management Planning

Sustain what you have built
The back of a man dressed in a suit looking out a window at another sky scraper.

Business Wealth Management Planning

Sustain what you have built

Can you retire? What is your business worth? These are questions we can help you answer at Anglin Reichmann Armstrong with services that include our affiliation with Avantax Planning PartnersSM investment advisory services.

Build a comprehensive wealth management plan that includes your business, which is often a key driver for wealth building and retirement. As you provide benefits for your employees, you can also make sure that your personal goals are on target.


There are many advantages to aligning your business accounting and tax advisory services with your retirement plan and wealth management strategies. Whether you are on a growth curve or planning ahead for succession planningand transfer of ownership, some of those benefits include:

  • Selecting the right retirement plan and short- and long-term insurance coverage
  • Exploration of business tax credits and incentives to support cash flow and business value
  • Profit sharing strategies and other compensation analysis

  • Ongoing guidance aligned with accurate financials and tax planning
  • Estate planning and gifting strategies
  • Charitable contribution strategies

Through this comprehensive approach, you can stay informed on tax law changes, identify tax savings opportunities, build in cash flow, add insurance coverage, change your retirement plan or review and adjust your business goals — with more time on your side.

Anglin also offers the following services to support your business goals:

  • Accounting Software Solutions
  • Audit & Assurance
  • Business Consulting
  • Business Incentives & Credits
  • Business Valuation

  • Client Accounting & Advisory Services (CAAS)
  • CFO Services
  • Employee Benefit Plan Audits
  • Estate, Gift & Personal Planning

Default sample caption text
Stephen Armstrong, Partner, in front of Anglin office.
Stephen Armstrong, CPA


Avantax WM Holdings℠ is the holding company for the group of companies providing financial services under the Avantax℠ name. Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Anglin Reichmann Armstrong. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.