Wealth Management Built To Steward Your Success
Strategic financial planning for business owners and executives navigating equity compensation, liquidity events, concentrated stock positions, and multi-entity tax structures. We coordinate your business wealth with your personal goals.
Free consultation · Specialized Expertise · Tax-aware investment management
100%
Fee-Only (No Commissions)
Fiduciary
Always in Your Best Interest
20+ Years
Joshua Knauss has been in financial services since 2001."
Independent
No Product Sales
Specialized Wealth Solutions for Business Owners & Executives
Your wealth is more than W2 Income. It is equity, options, deferred comp, business value, and complex tax planning. We understand you.
Coordinated Financial Strategy
We quarterback your entire financial picture, coordinating with your CPA, attorney, and insurance advisor to ensure everyone’s working toward the same goals.
Executive Compensation Plan
We help you think through the tax implications of your compensation structure and coordinate with your tax advisor to pursue efficient outcomes.
Proactive Tax Planning
In coordination with your tax professional, we develop year-round strategies to reduce your tax burden through timing, entity structure, charitable giving, and smart planning.
Active Investment Management
Customized portfolio tailored to your goals, risk tolerance, and timeline. We buy businesses and assets through rigorous research based on timeless principles.
Wealth Protection & Risk Management
We help identify insurance and liability protection gaps and coordinate with appropriate specialists.
Concierge-Level Service
We respect that your time is valuable. Flexible scheduling, responsive communication, and we handle the details so you can focus on what you do best.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results
What Business Owners & Executives Get When Working With Us
The right advisor makes all the difference. The wrong one costs you more than their fee.
OMNIWEALTH (Business Minded)
The Alternative
Understanding Complex Compensation
Proactive Tax Strategy
Coordinates with Other Advisors
Respects Your Time + Complexity
Manages Concentrated Risk Intelligently
Objective Advice (No Product Sales)
Long-Term Partnership Approach
✓ Specialized, daily focus
✓ Year-round coordination with your CPA
✓ Quarterback role — everyone aligned
✓ Concierge Level Service
✓ Tailored strategy built around your situation
✓ 100% fee-only — zero commissions
✓ Your goals, our north star — for decades
A generalist handling your complexity on the side
Scrambling at tax season
Your CPA, attorney, and advisor working in separate lanes
Fit you into a standard model
One-size-fits-all: “just diversify”
Advice shaped by what pays the advisor
Move on to the next client
OMNIWEALTH (Business Minded)
✓ Understands Complex Compensation
✓ Year-Round Proactive Tax Strategy
✓ Quarterback Role with Other Advisors
✓ Respects Your Time + Complexity
✓ Manages Concetrated Risk Intelligently
✓ 100% Fee-Only Compensation
✓ Long-Term Partnership Mindset
The Ultimate Investment Strategy Guide for Business Owners + Executives
Download our guide to understanding fee structures, fiduciary standards, and the questions every investor should ask their advisor.
✓ How Commission-Based Advisors Really Make Money
✓ Hidden Fees That Silently Drain Your Portfolio
✓ Understanding Load Fees, 12b-1 Fees, & Revenue Sharing
✓ The True Fiduciary Standard vs. Suitability
✓ Questions to Ask Your Current Advisor
✓ Calculating What You’re Actually Paying in Fees
Strategic Wealth Review for Business Owners & Executives
A comprehensive assessment of your equity compensation, business value, tax structure, and wealth preservation strategy tailored to your unique situation.
1
Equity + Compensation Analysis
Review stock options, RSUs, deferred comp plans, and equity stakes to identify optimization opportunities and tax-efficient strategies.
2
Business + Personal Wealth Review
Evaluate your entity structure, ownership arrangements, and tax planning opportunities across personal and business assets.
3
Wealth Strategy Roadmap
Receive a customized plan addressing diversification, exit planning, tax mitigation, and legacy preservation goals.
30-minute call · Zero pressure · 100% fiduciary obligation
OMNIWEALTH is affiliated with the following organizations:
Ready for Wealth Management That Understands Your Complexity?
Designed for business owners and executives navigating their unique financial landscape.
Free consultation · Specialized Expertise · Tax-aware investment management