Services
Our Services
Your Personalized Business Ecosystem
We've forged strategic partnerships with industry leaders across diverse sectors to bring you an unprecedented bouquet of Business services. Here’s a snapshot:
CASH + CUSTOMERS FOR RESTAURANTS
We back well-run restaurants with new customers and the capital to serve them.
Pre-qualify for $10K–$50K+ in growth capital that isn’t a loan. No interest. No fixed payments. No personal guarantee.
TAX ON TIPS CREDIT
If you operate in the food, beverage, or hospitality industry, the IRS may owe your business thousands of dollars in FICA tax refunds for employee tips.
Through the FICA Tip Credit (IRS Section 45B), qualifying restaurants, bars, cafés, and hotel food & beverage departments can recover up to three years of payroll tax overpayments — with no upfront cost.
SAVE $573 PER EMPLOYEE
Save $573 per employee, every year in FICA taxes — with no out-of-pocket cost.
Your team gets urgent care, primary care, unlimited prescriptions and mental wellness support, and takes home an average of $125 more per month.
Employee Benefits
Save up to 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.
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.
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.
Insurance Services
From life insurance to comprehensive business insurance, we’ve got you covered—literally.
Real Estate Syndications
Dive into the high-stakes world of property investment, without the high-stakes risk.
Fractional CFOs
Get C-suite financial wisdom without the full-time commitment.
Business Coaches and Mentors
Let industry veterans guide your business to untold heights.
COMING SOON…
And that’s just scratching the surface. Our services continually evolve to meet your expanding needs and financial objectives.
Who We Serve
Exclusivity at the Prime of Our Mission
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.
