Who We Work With

At Ferrell Wealth Management, we service a wide range of clients with their own financial needs.

Entrepreneurs

Owning your own business is exciting and thrilling, we want to make that thrill last.
We provide the following services to our clients:

• Identify sources of start-up capital
• Evaluate borrowing power
• Prepare Business plan
• Prepare cash flow analysis

Doctors

Being on call makes it difficult to find time to manage your financial needs on your own.
We provide the following services to our clients:

• Net worth projection
• Estate planning
• Financial and Tax Implications of Running a Practice
• Federal and State Business and Tax Registration Processes
• Employee Wages and Benefits
• Liability Protection
• Succession Planning

Attorneys

We want to be on the same side of the bench as you.

• Net worth projection
• Estate planning
• 401(k) Plans
• Financial and Tax Implications of Running a Practice
• Federal and State Business and Tax Registration Processes
• Succession Planning

Retired Seniors

• Long term care
• Estate planning
• Asset management