You didn’t incorporate just to defer tax. You did it to gain more control, more flexibility, and more opportunity to build lasting wealth. At Deacon Wealth Management, we help incorporated professionals turn that opportunity into a clear, coordinated financial strategy that works not only for your business—but for your entire life.

Whether you’re a physician, lawyer, engineer, consultant, or IT professional, we specialize in guiding high-earning individuals through the unique planning challenges that come with incorporation. Our focus is always on the big picture—connecting corporate structure, personal goals, tax strategy, and family legacy into one comprehensive plan.

Financial planning that goes beyond the corporation

Many professionals find themselves with too much income trapped inside their corporation, too many generic strategies, and not enough personal guidance. That’s where we come in.

At Deacon Wealth Management, we don’t separate the planning of your business from your personal finances. We integrate everything into one cohesive roadmap—so every dollar has a purpose, every strategy is tax-aware, and every decision supports your bigger goals. From managing retained earnings to designing an exit strategy, we bring clarity to all aspects  of your financial life.

How we help incorporated professionals

  • Optimize your corporate structure

    We help you build and manage holding companies and trusts that maximize tax efficiency and income flexibility. Whether you’re planning for retirement, supporting family, or building intergenerational wealth, we ensure your structure supports—not limits—your goals.

  • Build smart investment portfolios

    You’ve worked hard to grow your corporation. Now let’s make sure your retained earnings are working just as hard. We help you invest both inside and outside your corporation with clear strategies for long-term personal income and tax-smart growth.

  • Plan withdrawals and succession with confidence

    Eventually, you’ll want to access the wealth you’ve built. We help you develop a succession, retirement, and withdrawal plan that lets you move funds out of your corporation with minimal tax and maximum peace of mind.

  • Use insurance strategically

    Corporate-owned life insurance can do more than protect—it can help reduce taxes, support estate planning, and create liquidity. We’ll help you evaluate whether insurance can play a valuable role in your long-term strategy.

  • Coordinate your full team of professionals

    We work directly with your accountant, lawyer, and other professionals to ensure every part of your plan is aligned. From shareholder agreements and POAs to wills and trusts, we make sure nothing falls through the cracks.

Why incorporated professionals choose Deacon Wealth Management

We understand that professionals who incorporate are often navigating a new level of financial complexity—with no margin for error. You want advice that’s strategic, straightforward, and personal. That’s exactly what we deliver.

Clients choose us because we take the time to get it right. We don’t hand out boilerplate plans or rush to solutions. We stress-test ideas, walk you through the logic behind every recommendation, and build strategies that work in the real world—not just on paper.

You won’t need to chase us—we’re proactive, responsive, and committed to keeping you informed every step of the way. And because we build real relationships with our clients, many professionals say they finally feel like they have a partner who actually understands their goals and the complexity of their world.