Profile
First Name
Craig
Last Name
Decker
Professions
Financial Advisor / Wealth Management
Industry
Finance
Chapter
B2B GovCon
Member Role
B2B Member
Member Bio
As the founding advisor of Decker Global Wealth Group, I have had the privilege of partnering with many founders and their families to help them navigate the complexities of wealth. My team and I offer our in-depth knowledge and experience to address the needs of successful multigenerational families with more than $13 million in investable assets and more than $25 million in net worth. There are three things we focus on:
WE UNDERSTAND THE COMPLEXITIES THAT COME WITH MULTIGENERATIONAL WEALTH SUCH AS YOURS.
WE HAVE A CLEAR UNDERSTANDING OF HOW WE WILL MANAGE YOUR WEALTH FOR GENERATIONS TO COME.
WE ARE CAPABLE OF HELPING TO MAKE YOUR LIFE SIMPLER WITH THE SERVICES WE PROVIDE.
We ask each family founder two bold questions:
Do you have all the capital necessary to grow your business?
Are you considering a full or partial exit within the next two to three years?
WE UNDERSTAND THE COMPLEXITIES THAT COME WITH MULTIGENERATIONAL WEALTH SUCH AS YOURS.
WE HAVE A CLEAR UNDERSTANDING OF HOW WE WILL MANAGE YOUR WEALTH FOR GENERATIONS TO COME.
WE ARE CAPABLE OF HELPING TO MAKE YOUR LIFE SIMPLER WITH THE SERVICES WE PROVIDE.
We ask each family founder two bold questions:
Do you have all the capital necessary to grow your business?
Are you considering a full or partial exit within the next two to three years?
Contact Details
Website
www.deckerglobalwealth.comCompany Details
Company Name
Raymond James / Alex Brown
Job Title
Managing Director
Street:
2077 Somerville Road
City:
Annapolis
State:
Maryland
Zip code:
21401
About Us
The decision to sell your business stands to be one of the most complex – and rewarding – you will ever make. The more knowledge you have regarding the intricacies of the transaction, from pre-sale planning to investment management, the greater the opportunity for you to reap the financial rewards that will help achieve your long-term goals.
Assembling the best team of professionals across investment banks, trust and estate firms, and accounting practices is the beginning of a long-term successful wealth planning strategy. And coordinating their efforts to provide a comprehensive wealth management approach can help to provide the financial security you worked toward when you first started your business.
As an entrepreneur, when you sell one business, you take charge of another: the long-term governance of your wealth. Build your staff accordingly, seeing the highest quality advisors so your new “business” lives up to the success of its predecessor.
Decker Global Wealth Group's team of knowledgeable professionals is well-positioned to manage the many unique aspects and needs you may have. We provide access to sophisticated strategies, exposure to global resources, and a reliable, objective investment platform. We will also help create strategies that enable you to pass down a financial legacy for many generations to come, including those who are not yet born – something we call the 100 Year Wealth Plan. I look forward to meeting with you in the near future. Should you have any questions that arise in the interim, please contact me directly. Thank you for allowing me to be part of your wealth management process.
Assembling the best team of professionals across investment banks, trust and estate firms, and accounting practices is the beginning of a long-term successful wealth planning strategy. And coordinating their efforts to provide a comprehensive wealth management approach can help to provide the financial security you worked toward when you first started your business.
As an entrepreneur, when you sell one business, you take charge of another: the long-term governance of your wealth. Build your staff accordingly, seeing the highest quality advisors so your new “business” lives up to the success of its predecessor.
Decker Global Wealth Group's team of knowledgeable professionals is well-positioned to manage the many unique aspects and needs you may have. We provide access to sophisticated strategies, exposure to global resources, and a reliable, objective investment platform. We will also help create strategies that enable you to pass down a financial legacy for many generations to come, including those who are not yet born – something we call the 100 Year Wealth Plan. I look forward to meeting with you in the near future. Should you have any questions that arise in the interim, please contact me directly. Thank you for allowing me to be part of your wealth management process.
Services Provided
Having a plan that connects your business and your personal goals will shape the future of your wealth.
Comprehensive financial planning is a good idea for everyone, but it’s especially important for business owners. It’s likely you’re in or approaching a significant transition, and having a tailored plan could help you complete it successfully and set up the pursuit of future goals – whether that includes launching a new business or creating generational wealth.
With so much of their lives tied to an enterprise, business owners need strategies that dig deep, connecting:
Income and estate tax mitigation
Estate planning
Risk mitigation
Investment objectives
Liquidity planning – sources of short- and long-term personal cash flow
Business sale or succession
Intergenerational wealth transfer
Comprehensive financial planning is a good idea for everyone, but it’s especially important for business owners. It’s likely you’re in or approaching a significant transition, and having a tailored plan could help you complete it successfully and set up the pursuit of future goals – whether that includes launching a new business or creating generational wealth.
With so much of their lives tied to an enterprise, business owners need strategies that dig deep, connecting:
Income and estate tax mitigation
Estate planning
Risk mitigation
Investment objectives
Liquidity planning – sources of short- and long-term personal cash flow
Business sale or succession
Intergenerational wealth transfer
Ideal Customers
Wealth strategies for successful families
A major priority of successful families is preserving their wealth, not only for maintaining today’s lifestyle, but for the future of their children and grandchildren as well. It’s why we put a tremendous emphasis on the multigenerational transfer of assets, but also on passing along the principles of careful money management to the family heirs.
Of course, wealth preservation is only part of the value we provide as part of our comprehensive wealth management plan. Mitigating taxes is another financial concern of successful families, and another important area we address in collaboration with our clients’ tax and legal advisors. Prudent tax planning can play a large role in the amount of wealth our clients will be able to someday transfer to their heirs.
Another area we address is risk management – protecting families’ wealth against catastrophic loss, potential creditors, litigants, children’s spouses and potential ex-spouses, and identity thieves. We strive to mitigate risks through prudent business processes and insurance planning, employment agreements and buy-sell agreements, as well as restructuring assets and considering legal forms of ownership such as trusts and limited liability entities.
We also know that our clients often have a strong interest in charitable giving. We help them create a family mission statement to outline their giving goals, identify the philanthropic causes they believe in, and clarify each family member’s role to keep everyone engaged and truly create your giving legacy. Charitable giving options include private family foundations, charitable trusts, charitable gift annuities, pooled-income funds and donor-advised funds.
Wealth preservation, wealth enhancement, wealth transfer, wealth protection and charitable giving: These are the key concerns of successful families, and the core capabilities of the Decker Global Wealth Group.
A major priority of successful families is preserving their wealth, not only for maintaining today’s lifestyle, but for the future of their children and grandchildren as well. It’s why we put a tremendous emphasis on the multigenerational transfer of assets, but also on passing along the principles of careful money management to the family heirs.
Of course, wealth preservation is only part of the value we provide as part of our comprehensive wealth management plan. Mitigating taxes is another financial concern of successful families, and another important area we address in collaboration with our clients’ tax and legal advisors. Prudent tax planning can play a large role in the amount of wealth our clients will be able to someday transfer to their heirs.
Another area we address is risk management – protecting families’ wealth against catastrophic loss, potential creditors, litigants, children’s spouses and potential ex-spouses, and identity thieves. We strive to mitigate risks through prudent business processes and insurance planning, employment agreements and buy-sell agreements, as well as restructuring assets and considering legal forms of ownership such as trusts and limited liability entities.
We also know that our clients often have a strong interest in charitable giving. We help them create a family mission statement to outline their giving goals, identify the philanthropic causes they believe in, and clarify each family member’s role to keep everyone engaged and truly create your giving legacy. Charitable giving options include private family foundations, charitable trusts, charitable gift annuities, pooled-income funds and donor-advised funds.
Wealth preservation, wealth enhancement, wealth transfer, wealth protection and charitable giving: These are the key concerns of successful families, and the core capabilities of the Decker Global Wealth Group.
Employee Count of Clients
50-250
Revenue Size of Clients
$15M-$50M