Business Owners

At Occident Wealth Management, our process is goal focused and planning driven. We want to help put you in a position to positively impact your family for generations.

We recognize that as a business owner, there’s no separating the goals you have for your family and the goals you have for your business. That’s why we offer a process that addresses both, allowing you to create a competitive business advantage and live the life you envision.

You’ll be supported by a team of experts who specialize in business planning – such as employee benefits, insurance and exit planning – alongside those who specialize in personal financial planning and estate planning.

Whether you’re just starting out, well on your way to living your dream, or eagerly approaching retirement, make sure you’re financially prepared to achieve a lifetime of goals.

We apply time-tested strategies, providing education and expert advice to help you make decisions based on your priorities. And as your circumstances and priorities change over time, we’ll work with you to revise your plan so you can meet each of life’s challenges head on and celebrate your accomplishments along the way.

Your financial strategy will be unique to you, and we’ll ensure that it’s built on a solid foundation to help you protect against the unexpected, accumulate wealth and preserve what you’re working so hard to achieve.

Didier Occident
Financial Advisor


Occident Wealth Management

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck