Services

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Our Services

Your Personalized Financial Ecosystem

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We've forged strategic partnerships with industry leaders across diverse sectors to bring you an unprecedented bouquet of financial services. Here’s a snapshot:

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the Champ Plan

Rooted in Section 125 of the IRS Tax Code, guarantees fixed annual FICA savings in payroll taxes for employers.

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R&D TAX CREDIT

Our R&D Tax Credit services empower you to receive substantial tax credits for your research and development efforts

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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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ERC TAX CREDIT

Untapped capital is waiting for you. Let’s claim it.

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Insurance Services

From life insurance to comprehensive business insurance, we’ve got you covered—literally.

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Financial Advisory

Expert advice isn't just for Wall Street; it's for Main Street too.

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Real Estate Syndications

Dive into the high-stakes world of property investment, without the high-stakes risk.

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Fractional CFOs

Get C-suite financial wisdom without the full-time commitment.

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Business Coaches and Mentors

Let industry veterans guide your business to untold heights.

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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

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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 an accredited investor or business owner who seeks more than just conventional financial services — and you demand an elite, streamlined, and holistic approach to wealth management and business growth, then we’re looking for you.