Premier Wealth Concierge Service

for Savvy Investors & Business Owners

Discover Alternative Investments and Tax Credit Strategies Tailored to Your Needs

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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


the Champ Plan

Rooted in Section 125 of the IRS Tax Code, guarantees fixed annual FICA savings in payroll taxes for employers. With zero net cost for both employers & employees, it eliminates co-pays, slashes health plan expenses, & integrates into your operations.


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.


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.


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



Simplify the legal maze of starting a business with our guided LLC formation services. Manage your business communications effortlessly, from anywhere in the world.


ERC Tax Credit

Established by the CARES act, the Employee Retention Credit is a tax credit created by the U.S. Government to encourage and reward businesses who retained employees during COVID-19 shutdowns and slowdowns.

  • Up to $26,000 per W-2 employee
  • ERC is a refundable tax credit (it is not a loan like PPP)
  • No restrictions on use
  • No limit on funding
  • 3 Different Ways to Qualify
  • Qualification approval within 2–3 weeks

IRS distributes your funds within 3–6 months


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…


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.


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!

Resources & Insights

Read our blog


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,…

Read More

Your next financial breakthrough

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