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BUSINESS OWNERS


“My family and the families of my employees depend on me. I can’t let them down.”

Like a high wire artist, you negotiate the delicate balance of providing for both your family and for your employees. After all, running a business is an enormous responsibility. Your financial well being is an important part of your life and the lives of others. That’s a lot of pressure for one person.

Your Wachovia Wealth Management Team understands the significant roles that you play in the lives of those most important to you. That’s why we offer distinctive services designed specifically for business owners and built around your special needs – services such as business risk management and, together with your personal attorney, business estate planning.

And we understand that the lines between personal and professional finances can be blurred. That’s why Wachovia Wealth Management couples our business services with personal financial services for you and your family, including:

Investment Management
Financial Analysis and Planning
Estate Planning
Insurance Services
Banking, Asset Management, and Credit

Because when your life has symmetry and balance, you’ll find that walking the tightrope isn’t as tough as it looks.

Contact Us
Wachovia Wealth Management
Appointment Request Form
Wealth Office Locator


Services from Wachovia Wealth Management may not be available in all states.

Wachovia does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.