Tax-Aware Wealth Management and Business Consulting for Business Owners, Executives, and High-Net-Worth Families

Rasmussen Capital Management helps business owners and professionals coordinate investment management, retirement plan strategy, tax-aware planning, business valuation, and exit planning so that business success can be converted into long-term personal wealth.

Rasmussen Capital Management, Inc. works with business owners, executives, professionals, private foundations, and high-net-worth families who need more than traditional investment management. Led by Carlos Rasmussen, CPA, PFS, our firm combines wealth management, tax-aware planning, retirement plan consulting, business valuation support, and business-owner advisory services into a coordinated planning process.

Schedule a Planning Review

We help business owners answer four critical financial questions:

  • What is my business worth?
  • How can I reduce current and future tax exposure?
  • How should I design my retirement plan to benefit the business, owners, executives, and employees?
  • How do I turn business value into lasting personal and family wealth?

Who We Serve

We work best with clients who have complexity, opportunity, and meaningful financial decisions ahead of them, including:

Business owners with annual revenue generally between $5 million and $50 million who want to reduce tax exposure, improve retirement plan design, prepare for succession, or better understand the value of their business.

Executives and highly compensated professionals who need coordinated planning around concentrated income, retirement assets, equity compensation, tax exposure, and long-term wealth accumulation.

Retirement plan sponsors who want a more thoughtful approach to plan design, fiduciary process, participant education, investment oversight, and owner/key employee benefit optimization.

High-net-worth families and private foundations that need customized portfolio management, income planning, estate coordination, risk management, and tax-aware investment strategies.

What We Do

Wealth Management and Portfolio Strategy
We design and manage customized investment portfolios based on each client’s goals, risk tolerance, income needs, tax sensitivity, time horizon, and broader financial picture.

Business Owner Financial Planning
We help business owners coordinate business cash flow, retirement savings, tax planning, succession planning, estate considerations, and personal wealth accumulation.

Retirement Plan Consulting
We review, design, and manage retirement plan strategies for businesses, including 401(k), profit-sharing, cash balance, and defined benefit plan opportunities where appropriate.

Business Valuation and Exit Planning Support
We help owners understand business value, prepare for partner buyouts, succession planning, shareholder exits, estate planning, gifting, divorce, litigation, or potential sale discussions.

Tax-Aware Planning Strategies
We help clients evaluate strategies designed to defer income, increase deductions, manage capital gains, improve retirement plan efficiency, and coordinate planning with their tax advisors.

Shareholder-Employee Compensation Analysis
We help S corporation and C corporation owners evaluate and document reasonable compensation to support planning, valuation, and tax compliance objectives.

For any queries or additional information, please do not hesitate to reach out to us at (206) 420-7245 or via email at office@rasmussencapitalmanagement.com

Carlos Rasmussen, CPA®, PFS®
President and CEO