Business Owner Strategies

We are entrepreneurs consulting entrepreneurs. We assist our business owner clients with retirement programs, alternative benefits, key person strategies, insurance needs, buy sell agreements, generational transition planning, business succession planning as well as all estate planning desires.

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Business Owner clients have dual needs, business and personal planning. We assist business owners with business analysis, cash flow analysis, risk management and retirement plan optimization. We work with our clients CPA, attorney and business managers to enhance their financial plan opportunities.

A culture based on collaboration

As planners, we coordinate strategies and work with our client’s team of other professionals; tax advisors, attorneys and business managers to ensure our clients have a cohesive financial strategy that encompasses all aspects of their financial life.


Suqutra Investments provides wealth planning and asset management services to clients of all ages and life stages. We use the latest technology to meet with our clients virtually to enhance their convenience.

Suqutra Investments and any associates have a duty to act solely in the best interests of our clients. We are entrusted with their funds and personal information, which in turn places a high standard on our conduct and integrity.