Business Advisory

We ask great questions. We help you see clearly. We solve problems.

“If you do not get value from our advice sessions, we will refund 100% of your money.” Dustin Serviss

Utilize Dustin for your business ownership needs/wants! Whether it is facilitating a collaboration session with the partners of your business, mapping out a succession plan or using Dustin as a trusted sounding board regarding an idea you have. It will be a GREAT investment in your growth.

His personable nature and years of experience can be seen from the numerous testimonials we have from business owners who relied on his expertise. We take pride in providing our clients with solid business advisory skills to help each individual make the choices that best suit their needs. Serviss Wealth Management has acted on behalf of many clients. Some of our previous experience includes:

  • Helping business owners who have earnings trapped with a Holding Company
  • Building financial models
  • Assessing the viability for a business to purchase additional property

Client Case Studies and Testimonial Videos

The Serviss Wealth Consulting team has given our law firm staff and management a new level of engagement. We are very happy with the level of service, the simple explanations and the way Serviss Wealth makes our lives easier. Dave and Monika – Hillside Law  


Adapting to the Global Marketplace

Businesses and organizations today are facing a myriad of complex issues including: global competition, uncertain financial markets, disruptive technologies and emerging business models. Our experienced team helps companies adapt to these changes at a faster pace than their competitors. We help our clients unlock their growth potential.


Business Consulting Expertise

Our business consulting services specialize in helping dynamic companies manage initiatives and improve less efficient areas to achieve the best possible business outcomes. We help companies create a solid growth foundation while supporting the requirements of our clients through their growth lifecycle. This is accomplished by overcoming barriers to growth while restoring, creating and protecting value. Let us help your company with the following:

  • Managing risk
  • Identifying new opportunities
  • Improving performance
  • Improving leverage technology
  • Executing growth potential and strategies