Scratch Capital
No reviews yet · Serves Nationwide · Specializes in Business Owners/Entrepreneurs, Generational Wealth Transfer, High Net Worth Individuals
Scratch Capital is a registered investment advisor which provides comprehensive wealth management services to business owners, high net worth individuals, corporate executives, and their families.
Services
- 401(k) & IRA Management
- Asset Allocation
- Business Succession Planning
- Capital Structure Planning
- Cash Flow Management
- Cash Flow Planning
- Charitable Giving
- Debt Management
- Education Planning
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Office Services
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Modeling
- Financial Planning
- Financial Reporting
- Financial Strategy Development
- Investment Management
- Life Transition Planning
- Mergers and Acquisitions
- Pension Planning
- Portfolio Management