Gruver Wealth Management of Wells Fargo Advisors has been working with entrepreneurial business owners and addressing their financial challenges for many years. We understand your needs and those of your business are often closely intertwined. Entrepreneurs often share a unique set of characteristics which demand planning strategies that anticipate:

  • Business comes first
    • Entrepreneurs tend to focus all their time and energy on the business, often at the expense of personal financial goals
  • Liquidity is limited
    • Net worth is held in illiquid business
  • Diversification is anathema
    • Excess cash is reinvested back into the business

We understand that your business is your largest and most important asset and will likely remain so. We understand the issues of entrepreneurs and will provide seamless service by taking a full balance sheet approach to both your business and personal financial needs.