Premier Wealth Concierge Service

for Savvy Investors & Business Owners

Discover Alternative Investments and Tax Credit Strategies Tailored to Your Needs

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We are a member of our local Chamber of Commerce

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Partner By Your Side

At Wealth Concierge Group, our mission is to maximize your financial potential while simplifying the process.

Imagine having a trusted partner by your side, providing you with personalized strategies to leverage alternative investments and tax credits without spending hours on understanding IRS guidelines and regulatory changes.

We streamline the complexities, so you can focus on what truly matters – growing your business and/or scaling your investments.

Our Services

Your Comprehensive Wealth Concierge

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the Champ Plan

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….

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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.

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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.

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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.

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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.

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Self-Employed Tax Credit (SETC)

If you were self-employed during Covid (1099, Sole Proprietor, Gig worker, Freelancer) then you may be eligible for up to $32,220 in tax credits from 2020 & 2021. Complete or form in less than 5 minutes to see if you qualify. This is not a loan. This is a refundable tax credit.

Refundable tax credit (Not a loan like PPP)

  • No restrictions on use
  • 3 Different Ways to Qualify
  • Qualification approval within 2–3 weeks

IRS distributes funds within 20 Weeks

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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.

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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…

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Where Excellence Meets

Wealth Management

Your financial success is our priority, and our track record speaks volumes about our commitment to delivering results. As the top rep for (Private Equity), we've facilitated over $30 million in private equity deals in a single year, boasting an impressive average return of 300%. On top of that, we’ve helped over 2000 clients receive over $500M in Tax Credits.

We pride ourselves on providing service that goes beyond expectations, setting us apart as a leader in the financial industry. From your initial consultation to ongoing support, we are here to ensure your experience is nothing short of exceptional.

We understand that your financial goals are unique. That's why we offer a personalized approach that tailors our services to your individual needs. At Wealth Concierge Group, you're not just a client; you're a valued partner on a shared journey toward financial success.

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We are a proud Corporate Donor For

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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!

Resources & Insights

Read our blog

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Happy Healthy Employees

Elevating Company Culture Through Preventative Healthcare: A Strategic Imperative

By Sal DePaola April 10th, 2024 3:36pm In today’s world, the health and well-being of employees occupies center stage, emerging…

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Is Your Team’s Culture Killing Your Growth? 

The payoff, however, is a resilient, innovative, and dynamic organization where employees are engaged, satisfied, and aligned with the company’s mission. As

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The Delegation Secrets Top CEOs Swear By: Work Less, Achieve More…

By Sal DePaola April 4th, 2024 7:17am The world’s most successful business owners are masters at delegation.  In the high-stakes…

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The Hardest Part About Being a Business Owner

Time Management Mastery for Business Owners: Unlocking Efficiency and Productivity By Sal DePaola March 29th, 2024 8:26am In business, time…

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What Does the Champ Plan Offer? 

If your goal is to develop a healthy and happy workforce, signing up for a Champ Health insurance plan is…

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Unveiling the Employee Retention Credit: A Beacon of Hope for Businesses

In the intricate dance of business survival and growth, certain measures stand out as lifelines. One such measure, especially in…

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The Power and Potential of the R&D Tax Credit: A Comprehensive Guide

In the world of business innovation, financial incentives play a crucial role in driving development and progress. Among these incentives,…

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Your next financial breakthrough

is just one click away

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