Breaking Down the Complexities of Financial Planning for Small Business Owners
Do you want to save more money on taxes, and reach your financial goals? We provide specialized expertise in helping you reach these goals.
Welcome To Progress Wealth Management
We have decades of experience working with small business owners and have the expertise to help you reach your personal financial goals and grow your business.
Specialized Financial Planning For Small Business Owners
Fractional CFO Services
Asset Protection and Risk Management
Tax savings for small businesses
Small Business Owners love Progress Wealth Management
Don’t just take our word for it, read from our extensive list of case studies and customer testimonials.
Blaine at Progress Wealth Management continuously helps me reach my financial goals. He is no nonsense, yet understanding and works with you and your specific financial situation rather than providing overt diatribes on what needs to be done and why you’re a bad person for spending too much money on eating out last month. His goal is to understand motives and attack goals with his financial experience and knowledge without forgetting the personal touch needed of a good fiduciary.
Troy Davis Jr – Independent Tech Professional
A fantastic and very professional organization. Blaine took the time to answer all my questions and has made planning for retirement extremely easy and something I actually look forward to now.
Susan McGrew – Independent Designer
If you want a partner that listens to you, cares about your goals and cares about the people most important to you in your life. And will be there with you, for you, as you progress through the different stages of your financial journey. Then you’re in the right…. No – the best place.
Alvin D – Founder