R. Wesley Sierk, III

R. Wesley Sierk III
ChFC, ACI, ARM

Director

 

Wesley is the President and Co-Founder of Risk Management Advisors.  He is a nationally recognized expert in field of captive insurance company design, implementation, risk transfer and captive insurance company management. He also oversees Risk Management Advisors’ asset protection, executive compensation, and corporate benefit planning division.

 

Wesley has close to 18 years helping highly profitable, closely held businesses limit their risk exposure and taxes through captive insurance company planning, qualified plan structures, onshore and off-shore entities, and trust arrangements. He works with client’s advisors (CPAs, Attorneys, and Financial Advisors) to insure proper due diligence and implementation of all plan designs and needs. Because of his extensive tax background, he ensures compliance with all of the existing revenue rulings and regulations.

 

He is the author of Taken Captive: The Secret to Capturing Your Piece of America’s Multi – Billion Dollar Insurance Industry. He is also the author of You Can Make It, But Can You Keep It? a book to teach the wealthy how to hold on much of their hard earned assets. In addition, he has authored many articles including “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 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 the few individuals globally that have obtained the Associate in Captive Insurance (ACI) designation.

 

Mr. Sierk is a frequent speaker to insurance industry associations as well as legal and accounting associations on how ordinary businesses can escape the hard/soft market of insurance by creating their own closely-held insurance companies. A partial list of the many publications that have interviewed Mr. Sierk for his insight on insurance issues including Business Insurance, The National Underwriter, The Los Angeles Times, Practical Tax Strategies Magazine, and California Broker.