Join The Elite Network

PWG Partnership Program for Financial Professionals

Partner with Preserve Wealth Group and gain access to the opportunity to serve business owner clients at the highest level while building a practice that truly maximizes freedom, impact, and abundance for value creators.

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 Elite Financial Professionals Choose PWG

01

🎯 Qualified Lead Flow

Access to pre-qualified, high-income business owners actively seeking sophisticated tax strategies and wealth optimization solutions.

02

🏆 Advanced Training & Support

Ongoing education on cutting-edge strategies, implementation best practices, and the latest developments in tax optimization for business owners.

03

🤝 Professional Network

Join a community of top-tier specialists across North America, sharing knowledge and collaborating on complex client situations.

04

📈 Practice Growth

Build a sustainable practice serving clients who value expertise and are willing to invest in proper planning and implementation.

What We Look For In Partners

Elite Expertise

Demonstrated experience working with business owners, advanced designations, and commitment to sophisticated planning strategies.

Client-First Philosophy

Professionals who prioritize optimal client outcomes over product sales, aligning with our mission to maximize freedom, impact, and abundance.

Professional Standards

Proper licensing, strong compliance record, and commitment to maintaining the highest ethical standards in client service.

Growth Mindset

Willingness to learn advanced strategies, participate in ongoing training, and evolve with the changing needs of business owner clients.

PARTNER WITH PRESERVE WEALTH GROUP

Ready To Elevate Your Practice?

Join the network of elite professionals who are changing how business owners approach tax optimization and wealth building.

Ideal for:

Financial professionals seeking to serve more business owner clients.

Specialists wanting to expand into sophisticated planning strategies

Practitioners committed to client-first service models

Growth-minded professionals ready to build an elite practice

The opportunity exists. The training is available. The leads are qualified. The only question is whether you're ready to join the elite network that's making sophisticated strategies accessible to business owners.

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."

Joey Lalonde

Founder & CEO of Preserve Wealth Group

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