The Wusyk Financial Group is a professional Business & Succession planning organization, focused on the business, financial and estate needs of successful entrepreneurs and professionals with a specialty in family business.

Through innovative and creative tools and strategies in tax, estate and succession planning, along with wealth planning services, we custom design holistic and integrated plans that significantly enhance results.

Your financial security is complex and deserves the attention of an elite, experienced and creative team of advisors. Each situation is unique. The Wusyk Financial team is able to custom design your Estate & Succession planning to achieve your personal, family and business goals in ways you never thought possible.

When Entrepreneurs and Families in Business Work With Us...

• Businesses Survive
• Successions are Successful
• Families are Financially Healthy
• Assets are Preserved When Health Fails
• Taxes are Minimized or Eliminated
• Estates are Enhanced
• Charities are Benefited and Legacies are Funded

We design predictable futures for entrepreneurs and their families by harmonizing the soft issues (heart) with the hard issues (technical) relevant to Estate and Business Succession Planning.