You’re the expert in your field.You don’t have to be a financial guru, too.

Business Solutions for Small and Mid-Size Companies

Running your own business is a dream come true …until it’s not.

Be it taxes, retirement plans, or savings options, the number of finance-related decisions business owners have to make quickly becomes a full-time commitment.

Instead of spending hours staring at spreadsheets on your own or working with one consultant on this and another on that, Inertia Wealth Management offers solutions for all of your business's financial needs.

I help business owners make financial decisions that benefit both themselves and their employees.

At age 22, my first employer auto-enrolled me into a retirement plan that changed my life.

The decisions you make can have a lasting legacy on your life – and that of your team.

Your Strategic Financial Planner

Retirement Plans

Looking to establish an employer-sponsored retirement plan?

I’m here to guide and help you identify the best plan for the employer and employees. Even better, I promise to provide ongoing education and support to you and your team members along the way.

Business Structure and Tax Planning

“Should I be taxed as an S-Corp?”
“Should we form a partnership or LLC?”

Taxes are confusing already, and each year the rules change. Together, we can determine what makes the most sense for your business both now – and for the long run.

Asset Allocation and Management

Savings accounts and investments are just some of the options for business savings.

Let’s figure out what method makes the most sense to set your business up for success when we tackle this – and other – financial questions together.

Do you need a logical, detail-oriented finance professional?

As a business owner, you already have ten million responsibilities on your plate. Let’s make those financial decisions less stressful with my help.

Whether you are an owner-operator or lead a mid-sized team, Inertia Wealth Management provides answers for multiple financial situations.

When we partner together, we can make financial decisions that benefit both your business and its employees.
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It’s a win-win.

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GET STARTED

My process is simple and transparent.
(Just like my fees.)

Connect

Successful relationships are built on trust and rapport, so we’ll get to know one another first. Coffee? Zoom? It’s your call – literally!.

Collaborate

Once we decide we’re a fit, I’ll gather information from you and propose solutions to benefit your business – and your employees.

Capitalize

We’ll meet annually or as often as you’d like to ensure our solutions are still working and to address any other needs that arise.

Frequently asked questions

I’m just getting my business started. Can you help?

Of course! No matter where you are on your business journey, when we work together, we can create a plan to set your business up for optimal success.

I’ve been in business for a while. Is it too late?

Absolutely not. My business solutions are tailored explicitly for you. Together, we can identify your needs and select solutions that will work.

What should I expect during our initial consultation?

Our first meeting will allow us to get to know one another. I’ll be eager to learn about you and your business to ensure my expertise aligns with your needs.

Did a benefits specialist really change your life?

No doubt about it. The retirement plans we can provide your employees can change their lives, too –and make you the hero in someone else’s story.