Our Expert Teams
Meet the specialists behind every WealthGuard strategy and client outcome.
Strategic Accountants
Josh - Head Of Strategic Accounting Team
Josh brings more than fifteen years of experience in financial and tax planning, working closely with high-net-worth individuals and business owners. His career began at Charles Schwab under a mentor who structured complex tax strategies for billionaire clients — an early education in how the highest levels of wealth are actually built and protected, not just managed.
That foundation shaped the way Josh works today. He approaches every client as an interconnected system rather than a set of isolated decisions, understanding that a move in one area — tax, estate, business structure, investment — sends consequences through all the others. It's a way of thinking that most people never get from a conventional accountant, and it's what allows him to find the strategies that others miss.
As the CPA-level tax mind on the Wealth Guard team, Josh specializes in the character of income, exit planning, and the coordinated strategies that separate clients who legally keep more of what they earn from those who simply pay the bill. His guiding belief is that the difference between the two is rarely income — it's knowing which levers exist, and having a team disciplined enough to pull the right ones.
Tax Attorneys
Brian - Head Of Tax Attorney Team
"What we're trying to do is make you cash positive, but tax negative."
Brian is a Georgetown-trained tax attorney with 20+ years of practice, admitted before the U.S. Tax Court and the U.S. Supreme Court. He built his career helping business owners and investors legally keep more of what they earn.
An active real estate investor and published author himself, Brian doesn't just know the tax code in theory — he uses it. He is currently steering a $120 million distillery transaction through receivership — the kind of complexity most tax professionals never touch.
His conviction is simple: 85% of American millionaires have some relationship with real estate, and the difference between families who keep their wealth and families who hand it to the IRS is rarely income. It's knowing which levers exist.
Brian is the tax mind coordinating WealthGuard's CPAs, attorneys, and advisors from a single plan — a prophylactic against the tax man. Because he does cometh.
Estate Attorneys
Eric - Head Of Estate Planning &Wealth Management Team
The families who keep their wealth across generations don't do it by accident. They do it by design.
Eric is a board-certified specialist in Estate Planning, Trusts, and Probate Law and the legal mind behind WealthGuard's structures. He holds a Master of Laws (LL.M.) in Taxation from Georgetown University Law Center, a Juris Doctor and an MBA from the University of New Mexico, and a Bachelor of Science from Indiana University — and spent years in the trenches of estate planning, asset protection, and trust administration before bringing that firepower to WealthGuard's families.
He runs the firm alongside his brother, Walt Burton, owner of Thompson Burton PLLC in Franklin, Tennessee — a nationally recognized commercial real estate attorney who represents owners, developers, and investors across retail, multi-family, industrial, and syndication deals nationwide. Together the brothers pair elite estate and tax structuring with deep real estate expertise — the two disciplines that build and protect the vast majority of American wealth.
Eric leads WealthGuard's trusts, estates, and asset-protection strategy, making sure every family's legacy is locked down long before the tax man comes looking.
Who We Are
Meet the Teams Behind WealthGuard
Behind every WealthGuard department is a dedicated team of specialists selected for their expertise in tax strategy, accounting, legal structuring, estate planning, investments, and client implementation. Each department is led by an industry expert, but every strategy is supported by a coordinated team working together under one unified plan—giving clients the collective experience of an entire Fractional Family Office®, not just a single advisor.
Strategic Accountants
Josh - Head Of Strategic Accounting Team
Josh brings more than fifteen years of experience in financial and tax planning, working closely with high-net-worth individuals and business owners. His career began at Charles Schwab under a mentor who structured complex tax strategies for billionaire clients — an early education in how the highest levels of wealth are actually built and protected, not just managed.
That foundation shaped the way Josh works today. He approaches every client as an interconnected system rather than a set of isolated decisions, understanding that a move in one area — tax, estate, business structure, investment — sends consequences through all the others. It's a way of thinking that most people never get from a conventional accountant, and it's what allows him to find the strategies that others miss.
As the CPA-level tax mind on the Wealth Guard team, Josh specializes in the character of income, exit planning, and the coordinated strategies that separate clients who legally keep more of what they earn from those who simply pay the bill. His guiding belief is that the difference between the two is rarely income — it's knowing which levers exist, and having a team disciplined enough to pull the right ones.
Tax Attorneys
Brian - Head Of Tax Attorney Team
"What we're trying to do is make you cash positive, but tax negative."
Brian is a Georgetown-trained tax attorney with 20+ years of practice, admitted before the U.S. Tax Court and the U.S. Supreme Court. He built his career helping business owners and investors legally keep more of what they earn.
An active real estate investor and published author himself, Brian doesn't just know the tax code in theory — he uses it. He is currently steering a $120 million distillery transaction through receivership — the kind of complexity most tax professionals never touch.
His conviction is simple: 85% of American millionaires have some relationship with real estate, and the difference between families who keep their wealth and families who hand it to the IRS is rarely income. It's knowing which levers exist.
Brian is the tax mind coordinating WealthGuard's CPAs, attorneys, and advisors from a single plan — a prophylactic against the tax man. Because he does cometh.
Estate Attorneys
Eric - Head Of Estate Planning &Wealth Management Team
The families who keep their wealth across generations don't do it by accident. They do it by design.
Eric is a board-certified specialist in Estate Planning, Trusts, and Probate Law and the legal mind behind WealthGuard's structures. He holds a Master of Laws (LL.M.) in Taxation from Georgetown University Law Center, a Juris Doctor and an MBA from the University of New Mexico, and a Bachelor of Science from Indiana University — and spent years in the trenches of estate planning, asset protection, and trust administration before bringing that firepower to WealthGuard's families.
He runs the firm alongside his brother, Walt Burton, owner of Thompson Burton PLLC in Franklin, Tennessee — a nationally recognized commercial real estate attorney who represents owners, developers, and investors across retail, multi-family, industrial, and syndication deals nationwide. Together the brothers pair elite estate and tax structuring with deep real estate expertise — the two disciplines that build and protect the vast majority of American wealth.
Eric leads WealthGuard's trusts, estates, and asset-protection strategy, making sure every family's legacy is locked down long before the tax man comes looking.
Who We Are
Meet the Teams Behind WealthGuard
Behind every WealthGuard department is a dedicated team of specialists selected for their expertise in tax strategy, accounting, legal structuring, estate planning, investments, and client implementation. Each department is led by an industry expert, but every strategy is supported by a coordinated team working together under one unified plan—giving clients the collective experience of an entire Fractional Family Office®, not just a single advisor.
Contact Wealthguard Today
Whether you’re a business owner, real estate investor, or entrepreneur, WealthGuard is here to help you navigate the complex world of taxes and wealth management with confidence. Contact us today to learn how we can craft a personalized strategy that will both save you the money and secure your financial future.
Contact
Wealthguard Today
Whether you’re a business owner, real estate investor, or entrepreneur, WealthGuard is here to help you navigate the complex world of taxes and wealth management with confidence. Contact us today to learn how we can craft a personalized strategy that will both save you the money and secure your financial future.