Yes, our services are not only for taxpayers but for CPAs who would like to learn advanced tax strategies, and how to implement them for their customers.

Wealthguard provides tax planning and implementation services as a flat rate fee based on the tax strategies needed to reduce your tax bill. This can range from as little as $25k up to $50k. We file taxes and provide ongoing wealth management services exclusively for our wealth advisory clients only.

No, we work on a flat fee basis.

Our customers under Wealth Advisory can file tax returns directly with us. Our tax strategists at Wealthguard work directly with you to file your individual, business and trust/estate returns. This service is only available to our wealth advisory clients.

Wealthguard is a 1 year commitment with the ability to renew each year to update your tax plan, and to remain in the network.

This number is calculated based on statistical averages from our clients. When we manage our clients' entire wealth team under wealth advisory, we look at everything from taxes saved to insurance premiums decreased, downside losses averted, and investment efficiencies captured to find new wealth.

And while past performance is not necessarily indicative of future results, this is meant to be a conservative number, as we help many of our clients capture $450,000 or even over $1,000,000 in new wealth (taxes and beyond) every year.

Unlike most financial advisors who bill based on “assets under management” (AUM) and earn commissions from products they recommend or collect referral fees from professionals they introduce, we operate differently.

As a True Fiduciary, we have transparent, fixed flat fees with absolutely no hidden revenue streams. We accept zero commissions from anyone. Period.

We don't have financial incentives to push specific investments or refer you to particular professionals. You simply pay our flat fee, and we must prove our value, or you can walk away. Our success depends entirely on delivering measurable results for you—not on selling products or collecting hidden kickbacks.

This alignment of interests means you never have to spend one second questioning if the advice we give you is truly in your best interest…or in ours.

You're hiring us to be your "Fractional Family Office"—not to replace your advisors. Just as your business needs leadership to coordinate departments, your wealth deserves the same.

Keep your current financial advisor if you're happy. We provide complementary oversight without requiring you to move investments.

Though not an accounting firm, we specialize in entrepreneurs with 7+ figure businesses, focusing on tax provisions that some CPAs may overlook—ones written for just 0.5% of the population.

Don't view us as another advisor or accountant. These roles are "spokes" in your wealth wheel—we're the hub ensuring everything works together. Like any effective CEO, we evaluate your team, retain top performers, replace underperformers, and fill gaps.

Our clients typically see a minimum 6x ROI, not necessarily because we're better at individual functions but because we prevent things from falling through the cracks, giving you back time to focus on what you do best.

No. As your Fractional Family Office, we evaluate your existing team objectively. We celebrate and retain the "A" players already serving you well. Where we identify "B" or "C" players, we'll recommend replacements from our elite network of specialized experts—but these recommendations are yours to accept or reject.

Our role isn't to replace your entire team but to ensure all specialists work together cohesively toward your wealth goals. Like any effective executive, we help build and coordinate the strongest possible team while eliminating the communication gaps that often exist between advisors.