Services
Our Services
Your Personalized Financial Ecosystem
We've forged strategic partnerships with industry leaders across diverse sectors to bring you an unprecedented bouquet of financial services. Here’s a snapshot:
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.
ERC TAX CREDIT
Untapped capital is waiting for you. Let’s claim it.
Insurance Services
From life insurance to comprehensive business insurance, we’ve got you covered—literally.
Financial Advisory
Expert advice isn't just for Wall Street; it's for Main Street too.
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 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.