CO—100 - 2025|

Micro-Business Leaders

JH Pierce Wealth Management delivers a uniquely integrated, 3-track financial planning model designed for blue-collar business owners and rural families often overlooked by traditional financial firms. With a “planning first, implementation second” approach, the firm provides holistic personal financial planning (Track 1), strategic business value growth and exit planning using the Certified Exit Planning Advisor (CEPA) framework (Track 2), and expert implementation of financial products like retirement plans, executive benefits, and investment platforms (Track 3). JH Pierce specializes in serving trades-based entrepreneurs, family-run operations, and service businesses generating $750K to $1M+ in income, offering objective, jargon-free advice rooted in real-world experience. Their clients value clarity and loyalty, getting just that from a team with deep expertise in entrepreneurship, tax planning, and CFO-level strategy. With offices in Wyoming and Iowa, as well as nationwide virtual services available, JH Pierce Wealth Management bridges the gap between personal finance and business strategy, empowering clients to scale their businesses, prepare for transitions, and protect their legacies. The team is more than just financial advisors; they are strategic partners helping rural Americans move from reactive to proactive decision-making, bringing sophisticated planning to those who need it most.