About Preserve Wealth Group

The Problem We Saw

The same strategies that save billionaires millions are complex and gatekept by an industry that profits from exclusivity. Most business owners accept overpaying as "the cost of success" when it's actually the cost of ignorance.

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Problem

The Most Efficient Financial Strategies Are Complex And Out Of Reach.

Vision

To Maximize Freedom, Impact and Abundance For Those Who Build Value.

Mission

To Deliver The Most Efficient Financial Strategies At Scale Through Industry-Leading Systems & Partnerships.

Why PWG Exists

Because the people who create jobs, drive innovation, and build the backbone of our economy are being penalized by a system designed to extract maximum fees through artificial complexity.

Every dollar unnecessarily taken from value creators is a dollar not being reinvested into growth, jobs, and economic impact. This isn't just unfair — it's economically destructive.

Our Core Truth: The most efficient financial strategies aren't actually complex or out of reach — they're just deliberately kept exclusive by an industry that makes more money from confusion than clarity.

How We Are Different

01 We Don't Sell Products, We Provide Access

Unlike traditional financial advisors who profit from selling products or charging hourly fees, we provide direct access to the elite network of specialists who actually implement these strategies for the ultra-wealthy.

02 We Eliminate Artificial Barriers

While other advisors profit from complexity, we profit from results. We can expose industry gatekeeping because we're not dependent on traditional industry relationships — we're building the alternative system.

03 We Document Real Results

We don't ask for trust — we prove everything. Every strategy is vetted by tax attorneys, implemented by certified specialists, and documented with real client results. Our perfect audit record speaks for itself.

Our Proven Frameworks

For U.S. Business Owners: Tax Freedom Framework™

The only systematic 3-stage progression that moves business owners from tax victim to strategic wealth builder:

Phase 1: Immediate Tax Reduction

Phase 2: Tax Neutrality

Phase 1: Tax-Free Future

Learn More About The Tax Freedom Framework™

For Canadian Business Owners: The Corporate Tax Freedom Plan™

The only strategy that completely eliminates taxation on corporate wealth growth while maintaining small business deductions.

01: Complete Tax Elimination

Never pay taxes on investment growth within corporate structure

02: Maintaining Small Business Deductions (Triple Tax Advantage System)

Unlimited wealth accumulation without triggering the $50,000 passive income limit

03: Done-For-You and CRA-Compliant

40+ year stable strategies explicitly endorsed by CRA.

Learn More About The Corporate Tax Freedom Plan™

NETWORK

Our Elite Network

We've built partnerships with vetted financial consultants across:

All 50 U.S. States

All 10 Canadian Provinces

Family Office Trained Specialists

1,000+ Years Of Combined Experience

This isn't marketing — these are the actual experts who implement billion-dollar strategies for Fortune 500 executives and ultra-high-net-worth families.

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OUR TRACK RECORD

By The Numbers

$100M+

in total tax-savings for our clients

$3,500+

high-income business owners consulted

$50k-250k+

in average annual tax reduction per qualifiying client

4.9/5

in average client satisfaction rating

Our Vision For The Future

We're creating a future where financial optimization becomes standard practice for any serious business owner, not an exclusive privilege.

PWG will be the catalyst that shifted the industry from gatekeeping to accessibility, proving that sophisticated strategies can be systematically delivered at scale without sacrificing quality or compliance.

The artificial barriers between business owners and elite strategies will crumble as transparency and access become competitive advantages.

Meet Our Leadership

"I'm not a tax strategist. I'm a business owner who got fed up with 6-figure tax bills and surface-level advice. So I started digging — and what I found changed everything."

Joey discovered that the wealthy weren't using illegal tactics or offshore schemes — they were using legal, onshore structures that were simply hidden behind exclusive wealth management firms.

After building relationships with the elite specialists who actually implement these strategies, Joey founded PWG to eliminate the artificial barriers keeping these solutions out of reach for successful business owners.

Joey's Mission: "I want every high-income entrepreneur in North America to stop overpaying in taxes and start using that money to grow generational wealth, expand their impact, and buy their freedom back."