Can u Keep it?
Free Preview
Buy the Book


  R. Wesley Sierk

R. Wesley Sierk, III

Risk Management Advisors, Inc.

President and Founder

110 Pine Ave., Suite 310

Long Beach, CA90802


Phone: 562.472.2846 x210

Mr. Sierk is the President and Lead Strategist for Risk Management Advisors, Inc.  Wesley is an expert in executive compensation, corporate benefit planning, alternative risk transfer and captive insurance formation and management. 

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. He works with our clients' other professionals (CPAs, Attorneys, and Financial Advisors) to insure proper due diligence and implementation of our clients' plan designs and needs. He oversees the activities and results of the Risk Management Department. Because of his extensive background, he ensures compliance with all of the existing revenue rulings and regulations.

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 AmericanCollege since 1996.  He was awarded the designation of CRIS (Construction Risk and Insurance Specialist) in 2006.  He is one of 43 people in the world who have attained the Associate in Captive Insurance (ACI) designation.

Mr. Sierk is a frequent speaker to industry associations as well as law and CPA firms on asset protection and how ordinary businesses can escape the hard/soft market of insurance by creating their own closely-held insurance companies.  He has been interviewed by many publications for his insight on insurance issues including The Los Angeles Times, Builder / Architect magazine, and the National Association of Homebuilders. He currently serves as an advisor to the United States Congress for issues that affect the financial well-being of young entrepreneurs and their businesses. 

He has authored many articles including “Taken Captive” published in Construction Today, “Facing Down High Insurance Premiums” in Builders Exchange, and “Captive Insurance Companies: They can Lower Costs and Increase Profits” from the Journal of Construction Accounting and Taxation. The feedback was so positive from that article; he has another article on Contractor Controlled Insurance Programs (CCIP) policies inside of a captive insurance company due to be published in the July 2006 issue of the same taxation journal. He has authored a book on Captive Insurance published January 2008 titled “Taken Captive” a book on wealth management and asset protection called “You Can Make It, But Can You Keep It?”

In addition to receiving numerous industry awards and frequently qualifying for the Top of the Table, his professional memberships include American Society of Pension Professional & Actuaries, Associations for Advanced Life Underwriters, and the International Forum.


  Home | About R. Wesley Sierk | About Can You Keep It? | Buy the Book | Site Map | Contact | Blog  
Copyright © 2009 R. Wesley Sierk, III