A Trusted Family Advisory

You don’t need another tax guru. You need results.

We help high earners legally cut their taxes and build wealth the way the ultra-wealthy do, without the $30M minimum.

Watch the Briefing

Flat feeNo AUMNo commissionsSelective intake

Sound familiar?

A six-figure tax bill. Every year.And no one has shown you a different structure.

A CPA who files, not plans.Accurate on last year. Silent on next year.

Advisors who never talk.CPA, attorney, advisor. Three plans, zero coordination.

The real problem

It’s not a tax problem.
It’s an access problem.

The planners who build tax and estate architecture work through referrals and vetted intake. Most high earners never get in the room.

Wealthguard is that intake.

Your coordinated team

Four seats. One plan.

Tax architecture

Senior Tax Attorney

LL.M. in Taxation, Georgetown Law
Big Four trained
Admitted to the U.S. Supreme Court

Estate & legacy

Senior Estate Attorney

ACTEC Fellow
LL.M. in Taxation
Advanced trust structures

Execution

Tax Strategist

CFP®, EA, CEPA
Turns the plan into filings
Works with your existing CPA

Coordination

Trusted Family Advisor

Runs the team for you
One point of contact
Keeps every seat on one plan

You engage the attorneys directly, with attorney-client privilege intact.

How it works

Three steps. No guesswork.

0115-Minute Alignment CallA fit conversation. We tell you plainly if it’s not a fit.

02Your BlueprintA written plan built from your actual returns and entities.

03Coordinated ExecutionYour team builds it. We keep everyone on one plan.

Watch the Overview

It’s not for everybody.

Built for you if

You earn $300K+ (W-2, business, or both)
Your tax bill is big enough that structure matters
You want one team on one plan

Not for you if

You want the cheapest tax prep
You want a guaranteed number before sharing facts
You’re not open to changing structure

Mark Matzel-de la Flor, founder of Wealthguard

Why Wealthguard exists

“When success creates real wealth, it typically comes with a 40% tax bill and advisors who tell you to just pay it on time. So I built the elite team we needed to get real results.”

Mark Matzel-de la Flor, Founder & Trusted Family Advisor

Decorated Navy SEALIraq War veteranHistory Channel’s The WarfightersHusband & father of two

Quick answers

Do I replace my CPA or attorney?

No. Most members keep them. We add the coordination layer and bring in specialists where you need them.

How do you get paid?

Flat fee. No AUM, no commissions, no payments from product sponsors.

Do you guarantee results?

We guarantee the quality and timeliness of the work, not specific tax outcomes. Anyone who guarantees a number before seeing your facts is a red flag.

Is this aggressive or gray-area?

No. The structures are well established and signed off by licensed professionals. What’s rare is the coordination.

Get in the room.

Start with the 17-minute briefing. If it fits, book a 15-minute Alignment Call.

Watch the Overview

Selective intake. We’ll tell you plainly if we’re not a fit.

Wealthguard Elite coordinates independent licensed professionals. Educational content on this site is not tax, legal, or investment advice. Legal services are provided directly by independent attorneys under their own engagement terms. No specific tax outcome, savings amount, or rate is guaranteed. Results depend on individual facts and circumstances.