Broker Check


Corporate Structure

At Hunter Capital Wealth Advisors, we work closely with the Chief Financial Officer (CFO) of the company. We can help restructure corporate setup to provide the best possible return on your investments and overall profit.

We offer services that launch your company ahead of competitors by advising you with the smartest and most efficient investment and financial plans.

In addition, we offer a number of business services that include 

  • Business succession planning
  • Group plans
  • Treasury services

Get started today looking closely at your corporate structure. We will meet with you and provide a detailed analysis, recommended actions and a plan to help your business move into a whole new level of success. contact us for more information.

Private Banking

  • One of the safest; Large U.S. Bank
  • Oldest U.S. private bank
  • Expert structured financing capabilities
  • Deep expertise in serving private clients

For more than two centuries, we have provided private banking services for the nation's wealthiest individuals and families. From checking and savings programs to sophisticated financing structures, we have responded to the evolving needs of our clients with innovative solutions and unmatched personal service.

In doing so, we work to apply our ideas and capabilities in the context of each client's personal wealth management goals and strategy. As a result, we can offer solutions that most completely respond to your unique circumstances while realizing your specific objectives.

Credit & Lending Service

  • Investment lines of credit

Self-Directed Investment Services

  • Cash Management Access Account
  • Individual Retirement Accounts

Deposit & Payment Services

  • Deposit Accounts
  • Online and mobile marketing
  • Escrow services

Business Succession Planning

Choosing a successor to run your business is not an easy task. Sometimes the easiest solution is to sell the business and let the highest bidder take control. Many business owners feel the business should stay in the family (or at least with a close friend). There are many variables to consider, and often its helpful to let professionals guide you during this process.

There are three main reasons why having a business succession plan is a smart idea:

  • A business succession plan can expedite the process of distributing the estate in the case the business owner passes away.
  • It eliminates valuation after death because the plan agrees on a price for the successor's share of the business.
  • Benefits will be available to pay for the former owner's share, with no time constraints. This eliminates the chance of external takeover.

If you have any questions about how our unique business succession planning works, please contact us for more information or to schedule an appointment.

Pension Fund Management

A pension fund helps those who have retired maintain the same way of life they're used to living. Instead of retiring and having no income whatsoever to live from, a pension fund gives the retired a source of steady income.

Pension funds can be started at any time by an employer or the employees. Over time, the assets in the fund will grow at a stable rate. This allows the retiree to have access to a "pool" of money when he/she retires.

With Hunter Capital Wealth Advisors, we can help you set up a pension fund program at your business, and work with your employees to manage and understand their fund.

contact us for details!

Loan Counseling

Loans often overwhelm businesses because of high interest rates or other fees. Changes in business structure, like ownership or board changes, can also affect loans.

Before a business obtains a loan, it is smart to consult a professional who can advise you on the decision, and guide you towards the best possible loan for your business.

Hunter Capital Wealth Advisors offers loan counseling services to provide you with professional, legally sound advice on how to successfully obtain a loan, or pay off current loans.

Let Hunter Capital Wealth use our experience and knowledge to counsel your business - contact us!

Retirement Plans

Let Hunter Capital advise you on structuring a retirement plan program for your business, or help you set one up for yourself.

Different types of Retirement Plans available:

  • Traditional IRA The contributions made to a traditional IRA are tax-deferred. This means that the only time the earnings will be taxed is when they are withdrawn from the account. This allows the owner to hold off on paying taxes on the money until retirement when he/she might be in a lower tax bracket.
  • Roth IRA The contributions made to a Roth IRA are tax-deferred, just like the traditional IRA. However, if specific qualifications are met, the earnings are tax free.
  • SEP IRA The SEP IRA allows employers to contribute to both their own plan and the plan for his/her employees. This is a popular option among small business employers since the minimum age is 21.
  • Simple IRA This plan is created by employers. The employees may contribute some of their compensation to the IRA, and the taxes are deferred until distribution.
  • 403(b) This plan is created for 501c3 Charitable organizations, Faith based organizations, people who work at tax-exempt organizations, and public sector employees.

We know retirement plans. Let us use our experience and knowledge to help your business. - contact us!

Group Plans

As a business owner, offering your employees group plans such as a 401(k) or an employer-sponsored plan sets your business above the rest, offers employee longevity, and builds a positive reputation for your business.

It is a good idea to offer plan options, and the most common are:

  • Group Health Insurance Plan
  • Group Life Insurance Plan
  • Employer-Sponsored Plan
  • Group Carve-Out Plan

Each plan has its own advantages and disadvantages. At Hunter Capital Wealth Advisors, we will help you figure out which plan(s) is/are best for you to maximize employee satisfaction and maintain financial stability within your company. contact us!

Treasury Services

At Hunter Capital Wealth Advisors, we offer premier service for CFO's, treasurers, and other money-handlers. We assist with investments, transactions, and providing general information for your money. Some common services:

  • Liquidity Management Services We will help you manage your short-term investments, assets, and liabilities to have the optimal amount of working capital in your account.

We would love to assist your business with Treasury Services! contact us today for more information, or stop by our office.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”
Learn More
Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Learn More