Business Owners & High-Earning Professionals

Business Owners & High-Earning Professionals

Keep More of Your Wealth, Pay Less in Taxes—Legally.

Partner with a top consulting firm backed by 100+ of North America’s top 0.01% financial consultants, combining 800+ years of experience—helping business owners and professionals legally reduce taxes and grow wealth tax-free

104+

Top 0.01% Financial Consultants In United States & Canada

827+

Combined Years of Experience From Our Financial Consultants

$10M+

Save On Taxes

Through tax-sheltered investment strategies

Why Should You Join Us?

Work with Top Experts:

Gain access to our exclusive network of 100+ financial consultants from the top 0.01% in North America with over 300 years of combined experience.

Beyond Traditional Tax Strategies:

We implement advanced tax-sheltered investment strategies, not just temporary tax deductions or risky loopholes.

Long-Term Wealth Growth:

Our proven strategies help you legally reduce your tax burden, grow tax-free wealth, and create a secure financial future for generations.

No Out-of-Pocket Costs to Implement:

Unlike most tax advisory firms and CPAs who charge thousands for their short-term strategies, we do not charge anything for implementing our tax-sheltered investments.

Personalized Strategy for Maximum Impact:

Our specialists audit your current financial plan and tailor a custom strategy designed to reduce taxes and maximize wealth.

How Can You Be Sure This Works?

  • Proven Strategies: We utilize IRS-approved tax-sheltered investment vehicles, ensuring long-term tax efficiency and risk-free compounding growth.

  • Real-World Results: Our clients have legally reduced their tax burden while accumulating tax-free wealth for retirement and beyond.

  • Exclusive Access to Elite Consultants: Our advisors have helped business owners and professionals keep millions in tax savings through legal and effective strategies.

We Are Prosperity Parners

We envision a future where successful entrepreneurs and professionals have the knowledge and resources to optimize their financial success through sustainable, long-term tax-efficient strategies.

104+

Top 0.01% Financial Consultants In Unites States & Canada

327+

Combined Years of Experience From Our Financial Consultants

$10M+

Save On Taxes

Through tax-sheltered investment strategies

How it Works

A simple, yet effective four step process

1. Submit Application

Check availability in your area and see if you qualify for our tax-sheltered investment strategies. This allows us to determine the best approach for your unique financial situation.

2. Free Personalized Consultation

Get assigned to one of our top 0.01% financial consultants serving in your area who will craft a tailored tax-sheltered investment plan for your business.

3. Implement Tax-Sheltered Investment Vehicles

We set up proven investment solutions that legally reduce tax burdens while ensuring tax-free wealth accumulation.

4. Ongoing Optimization & Support

We continuously monitor your strategy to ensure optimal tax efficiency and maximize long-term benefits.

Not convinced? Take a look at our case studies

See how our strategies have helped business owners and professionals significantly reduce their tax burden while growing wealth tax-free.

Learn how Sarah saved $22,500 in annual taxes by restructuring $70,000 of retained earnings into a tax-sheltered investment strategy.

How we helped Daniel (Physician) Saves $145k Annually in Taxes Through Tax-Sheltered Investments

Maria now saves $80,000 in taxes, transforming his business and reinvesting into his future.

Read Case Study

FAQs

Find answers to commonly asked questions about Preserve Wealth Group and our services.

How is Preserve Wealth Group different from a CPA or Tax Strategist?

We are not tax advisors nor CPAs; we are financial consultants with over 800+ years of combined experience. Being financial consultants allows us to oversee your entire wealth protection strategy for both the short and long term, rather than just focusing on deductions or loopholes.

Do you charge upfront fees like tax firms?

No. Unlike regular tax advisory firms, tax strategists or enrolled agents that charge tens of thousands of dollars to enter their "programs," we implement your strategy at no cost to you.

How are your consultants compensated?

Our financial consultants are compensated directly by the wealth and insurance companies where your money is invested, aligning their incentives with your financial success.

Are your consultants available nationwide? USA & Canada?

Yes, we have financial consultants in all 50 U.S. states and all 10 provinces and 3 territories in Canada. Once you apply and qualify, you'll be assigned a consultant for your free consultation based on availability in your area.

What kind of tax savings can I expect?

Our strategies have helped high-income earners reduce their tax burden by tens or even hundreds of thousands annually, depending on the client’s unique situation. Generally, the more taxes you currently pay, the more you can save through the righ tax-sheltered investment vehicle.

Are your strategies legal and IRS-compliant?

Absolutely. Our strategies leverage IRS-approved tax-sheltered investment vehicles, ensuring legal compliance while maximizing tax savings.

How do I know if I qualify?

If you’re a business owner or high-earning professional paying at least $35,000+ annually, you will qualify for our tax-sheltered investment strategies. Apply for a free consultation to find out more.

Want to find out if our Tax-Sheltered Investments are for you?

Apply today to see current availability in your area and connect with one of our top 0.01% financial consultants for a free tax-efficiency audit.

Preserve Wealth Group is the premier consulting firm for high-income business owners and professionals who want to legally minimize taxes, grow wealth tax-free, and secure a lasting financial legacy.

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