Premier Concierge Service for Savvy Business Owners

Achieve Personal Freedom and Financial Security with Your Business

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We are a member of our local Chamber of Commerce

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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:

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Phase 1 :

The Startup Phase

Funding, Business Formations, Accounting, Virtual Mailboxes, Business Insurance, Credit Card Processing and Grants.

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Phase 2 :

The Growth Phase

Tax strategies and Credits, Group Health Insurance Delegation, Coaching/Mentorship, Life Insurance, Business Travel Systems and Fractional CFO’s.

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Phase 3 :

The wealth Phase

Financial Advisory, Infinite Banking, Investment Opportunities, Trust Formations and Exit Strategies.

Our Services

Your Comprehensive Wealth Concierge

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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….

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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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Employee Benefits

Save up top 40% with any provider by using our Level-Funded Group Insurance Plan.

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GOVERNMENT GRANTS

Apply for government grants, stimulus packages, and funding opportunities from your local state and federal government agencies.

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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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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.

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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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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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How to

Get Started

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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

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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!