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.

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Our Services

Your Comprehensive Wealth Concierge

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….

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.

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.

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.

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

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.

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.

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What Other

Clients Are Saying…

“We've been with the CHAMP plan for over 3 years now. At first, we were hesitant because we didn't know if our employees would actually see the benefit. Looking back, we now wish we rolled it out years sooner. Our employees are healthier and they love the added medical benefits along with their higher paychecks. To date we have saved our company and our employees millions.. The CHAMP plan has been the single greatest benefit we have implemented for our employees and our bottom line.”

- CS, Curt (Piggly Wiggly Owner)

“As a CFO, my job is to find ways to improve the bottom line of our business. When we were first introduced to the CHAMP plan, the immediate reaction was this is too good to be true. After talking with our CPAs and attorneys about the plan, they concluded that CHAMP plan was compliant on all fronts. We added the CHAMP plan to our benefit package with nearly 100% acceptance. Not only do our employees have a higher take-home pay, the bottom line of the business improved tremendously and we would highly recommend the Champion Health plan.”

- 4R, 450MM Revenue Software Analytics Company

“As a publicly traded company, we face a lot of scrutiny over the benefits package we provide. Add to that our company employees over 16,000 lives the rollout process is as crucial as the savings businesses we support want the best for their employees. Including the CHAMP plan as part of every proposal allows us to provide greater benefits at a more cost-effective price than our competitors.”

- MC, Publicly Traded Manufacturing Company

“During my time as a corporate auditor representing the IRS, I saw many wellness plans that came under scrutiny because there were gaps between the design of the plan and the interpretation of the IRS rules. The CHAMP plan closed those gaps. If I were still in practice with the IRS, there would be no potential exposure as they designed their plan within the letter of the law.”

- IRS Corporate Auditor (1987-2019)

"Thank You Sal! My business was hit hard due to Covid. This will be a huge help to recoup loses!"

- Abe, Construction Owner NYC

"Need help funding your business? this company is it. They don't give you the run around or throw fake numbers at you. They help you claim money that is yours and get it deposited directly into your account. Their commission is fair and I don't feel cheated."

- Chn Genish

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Where Excellence Meets

Wealth Management

Proven Expertise

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.

Unrivaled Service

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.

Individualized Guidance

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.