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The Wealth Protector

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WebTalkRadio.net HostEvery day we’re inundated with endless advice about making money, but when was the last time someone told you how to keep that money you’ve worked so hard for? Americans lost trillions in the most recent economic downturn, and more than one of us woke up to find pretty much everything gone. It’s time to protect your money — from lawsuits, ex-partners, taxes, ex-spouses and bad advisors. Don’t let them take it away. It’s time to listen to Wes.

 

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The Wealth Protector – Year End Tax Ideas and Qualified Plans

This is the time of year where everyone looks at the potential tax bill and begins to sweat. In this episode of The Wealth Protector, R. Wesley Sierk, author of You Can Make It, But Can You Keep It? begins the show with 5 tax planning ideas you can use before year end. He also […]

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Biography

The Wealth Protector with R. Wesley Sierk III

Wesley is the President and Lead Strategist for Risk Management Advisors, Inc. He is an expert in asset protection, executive compensation, corporate benefit planning, alternative risk transfer and captive tax law.

Wesley has over 14 years helping highly profitable, closely held businesses limit their risk exposure and taxes through qualified plan structures, onshore and off-shore entities, and trust arrangements.
Mr. Sierk works primarily with highly profitable homebuilders, manufacturing companies, real estate developers, and sports and entertainment professionals. Prior to founding RMA, he spent 10 years with NMFN, where he developed high-end deferred compensation and benefit plans for public and private businesses and their executives.

The hallmark of Risk Management Advisors is its commitment to continuing education. Mr. Sierk has been recognized as a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter by the American College since 1996. He was awarded the designation of CRIS (Construction Risk and Insurance Specialist) in 2006. He is one of 23 individuals in the world that have obtained the Associate in Captive Insurance (ACI) designation.

 

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