Premier Concierge Service for Savvy Business Owners
Achieve Personal Freedom and Financial Security with Your Business
We are a member of our local Chamber of Commerce
Wealth Concierge?
You've heard of concierge services in luxury hotels.
Now, imagine a concierge tailored for busy entrepreneurs looking to grow their business without sacrificing time, energy, and financial resources.
At Wealth Concierge, we believe businesses are vehicles to freedom, security, and wealth.
No one starts a business to work 80+ hours a week. Unfortunately, that’s a pitfall that many entrepreneurs fall into.
Our mission is to help you create systems to streamline your organization’s growth, so that you can regain your time and enjoy more personal freedom.
We help you achieve this through three phases, depending on where your business is at:
The Start-up phase is the most challenging phase. You'll be working 80 hours a week to build the business of your dreams. This stage can be overwhelming, but we are here to help.
During the startup phase, we guide you every step of the way. We assist with setting up an LLC or an S-Corp, checking your eligibility for grants, securing funding, handling credit card processing, and finding attorneys (especially for partnerships). We can also connect you with mentors or business coaches in your industry. Our goal is to help you transition out of this phase and into the next as quickly as possible.
In the growth phase, you’re making money and ready to hire extra help to take your business to the next level.
Delegation is crucial here. We provide the tools to help you delegate tasks that you, as the business owner, shouldn’t be doing. You’re growing a company; it's time to leave the menial tasks behind.
We offer exceptional virtual assistants to lighten your load, help with SOPs, discuss tax strategies and potential credits, and introduce you to employee benefits, life insurance, business insurance, fractional CFOs, and business travel systems.
Our goal is to propel you into the final phase—the reason you became a business owner in the first place.
This is the final phase—the phase every business owner dreams of when they take that first leap of faith. The Wealth Phase. Our mission is to get you to this level.
In this phase, your business is firing on all cylinders. You’ve mastered delegation, built a team, and are making money.
The question now is, what’s next? Where do you go from here?
It’s crucial to have a plan in this phase. You’ve made your money; now, what do you do with it? We introduce you to top financial advisors, the world of infinite banking, leading trust attorneys, real estate syndications, and other investment opportunities. Finally, we help with exit strategies.
Our goal is to create passive income for the rest of your life and to pass your wealth down through the generations.
Our Services
Your Comprehensive Wealth Concierge
Payroll Tax Credits
ERTC is over but this new permanent payroll tax credit is here to stay. Click to see how much you can save on payroll taxes….
R&D Tax Credit
Innovation drives progress and profit. Our R&D Tax Credit services empower you to receive substantial tax credits for your research and development efforts. Fuel innovation, enhance competitiveness, and enjoy the financial benefits of advancing your industry.
Employee Benefits
Save up top 40% with any provider by using our Level-Funded Group Insurance Plan.
GOVERNMENT GRANTS
Apply for government grants, stimulus packages, and funding opportunities from your local state and federal government agencies.
DEPOSYT CREDIT CARD PROCESSING
Get paid from your business transactions. Deposyt allows you to eliminate 50% of your fees. They will match your rate to accept payments & give you 50% of the profit every single month.
Assistantly: We Find Unicorns
Your 360º solution to find, hire, manage and support top Filipino and Latin American talent.
From stressed to staffed in under 15 days.
FREEDOM TRAVEL SYSTEMS
For Business Owners who want to 10X their travel. Whether for business, or for pleasure, using this system will allow you to 10x the value of your travels. Fly First Class & Stay At Luxurious Hotels like a VIP.
Elevator Funding
We have partnered with famous businessman Dan Fleyshman to bring you Same Day Business Funding. Get approved in minutes and funded the Same Day. Over $8 Billion funded in just 15 years.
BUSINESS FORMATIONS & VIRTUAL MAILBOXES
Simplify the legal maze of starting a business with our guided LLC formation services. Manage your business communications effortlessly, from anywhere in the world.
COMING SOON…
These top-tier services are just a fraction of what we offer at Wealth Concierge Group. We’re constantly innovating and adapting our approach to help you navigate the complexities of the financial world with confidence.
Book a complimentary consultation to discover your next strategic move.
What Other
Clients Are Saying…
“We've been with the CHAMP plan for over 3 years now. At first, we were hesitant because we didn't know if our employees would actually see the benefit. Looking back, we now wish we rolled it out years sooner. Our employees are healthier and they love the added medical benefits along with their higher paychecks. To date we have saved our company and our employees millions.. The CHAMP plan has been the single greatest benefit we have implemented for our employees and our bottom line.”
- CS, Curt (Piggly Wiggly Owner)
“As a CFO, my job is to find ways to improve the bottom line of our business. When we were first introduced to the CHAMP plan, the immediate reaction was this is too good to be true. After talking with our CPAs and attorneys about the plan, they concluded that CHAMP plan was compliant on all fronts. We added the CHAMP plan to our benefit package with nearly 100% acceptance. Not only do our employees have a higher take-home pay, the bottom line of the business improved tremendously and we would highly recommend the Champion Health plan.”
- 4R, 450MM Revenue Software Analytics Company
“As a publicly traded company, we face a lot of scrutiny over the benefits package we provide. Add to that our company employees over 16,000 lives the rollout process is as crucial as the savings businesses we support want the best for their employees. Including the CHAMP plan as part of every proposal allows us to provide greater benefits at a more cost-effective price than our competitors.”
- MC, Publicly Traded Manufacturing Company
“During my time as a corporate auditor representing the IRS, I saw many wellness plans that came under scrutiny because there were gaps between the design of the plan and the interpretation of the IRS rules. The CHAMP plan closed those gaps. If I were still in practice with the IRS, there would be no potential exposure as they designed their plan within the letter of the law.”
- IRS Corporate Auditor (1987-2019)
"Thank You Sal! My business was hit hard due to Covid. This will be a huge help to recoup loses!"
- Abe, Construction Owner NYC
"Need help funding your business? this company is it. They don't give you the run around or throw fake numbers at you. They help you claim money that is yours and get it deposited directly into your account. Their commission is fair and I don't feel cheated."
- Chn Genish
How to
Get Started
At Wealth Concierge Group, we cherry pick the clients we work with. This is not a one-size-fits-all type of service.
If you’re a business owner who seeks more than just conventional services — and you demand an elite, streamlined, and holistic approach to business management and business growth, then we’re looking for you.
Click below to see
if we are a good fit to work together
We are a proud Corporate Donor For
toys for tots
For every W2 employee, we add on our Champ Plan offer, we will donate $1 per employee, per month to the Marine’s Toys for Tots program!
