Whether it’s designing a business succession strategy or coordinating a prudent employee benefits program, we can help you pursue your objectives.

We can help you plan and implement a succession plan designed with the goal of helping protect you, your family, and the company you’ve worked so hard to build.

If you are a benefits director, our firm can serve as an extension of your benefits department, providing access to consulting, design, and implementation assistance.

We bring a depth of experience in helping institutions create executive benefits programs, including group carve-out, deferred compensation, 401(k) mirror programs, etc. If you are concerned about providing a competitive employee benefits package, we can help design programs for small businesses used by many Fortune 100 companies. Our goal is to help you recruit and retain your employees as well as provide assistance in servicing your benefits department.

Learn more about our corporate services:

 

Executive Benefits

In today’s competitive business environment, it’s critical to provide non-qualified benefits for the key people within your organization who you count on to provide the leadership and innovation that drives your company’s success.
 

Corporate Retirement Plans

At Ridgecrest Wealth Management, our advisors are skilled in helping analyze your company's retirement plan to help ensure the dollars are invested wisely, and your employees value this important benefit. We consult on 401(k), profit sharing, defined benefit, or a combination of several plans.