FOR HIGH INCOME BUSINESS-OWNERS

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

We create and implement the most efficient financial strategies for successful business owners to legally reduce their tax bills, maximize freedom, impact, and abundance without moving offshore or disrupting your business.

ABOUT PRESERVE WEALTH GROUP

From sophisticated tax optimization to long-term wealth preservation, we design and implement bespoke strategies for every stage of your business journey — ensuring measurable results, not just recommendations.

150+

Elite Financial Consultant Partnerships

Supporting clients in all 50 U.S. states and 10 Canadian provinces.

3,500+

Business Owners Consultations Delivered

Guiding business owners toward smarter financial strategies.

$100M+

In Client Tax Savings

From early-stage startups to $100M+ enterprises.

92%+

Client Retention

Long-term partnerships built on results—not promises.

EXPERTISE

More Wealth + More Freedom In 3 Simple Steps

Preserve Wealth Group helps business owners keep more of what they earn by creating and implementing the most efficient financial strategies to legally reduce their tax bills, maximize freedom, impact, and abundance without moving offshore or disrupting your business.

Step 1: Strategic Tax Asessment

We restructure your business and personal finances using advanced, 100% legal tax strategies that most CPAs don't know about. This includes entity optimization, strategic timing, and tax-sheltered wealth vehicles.

Step 2: Wealth Preservation

Protect your hard-earned wealth from excessive taxation while maintaining liquidity and control. We implement strategies that work with your current structure without disrupting your business operations.

Step 3: Tax-Free Growth

Protect your hard-earned wealth from excessive taxation while maintaining liquidity and control. We implement strategies that work with your current structure without disrupting your business operations.

SERVICES

Who We Serve

🇺🇸 U.S. Business Owners

For U.S. entrepreneurs who want to stop overpaying and build wealth like the top 1%.

‍High-income business owners paying $50K–$250K+ in taxes annually, The Tax Freedom Framework™ helps high-income business owners legally get immediate tax reductions, achieve tax neutrality and build a tax-free future — without firing their CPA, moving offshore, or adding complexity, and with a done-for-you, personalized plan that works within their current structure.

Eliminate unnecessary tax overpayments

Optimize wealth with proven legal strategies

Preserve cash flow and protect profits

Stay fully compliant without complexity

🇨🇦 Canadian Business Owners

For Canadian entrepreneurs who want to protect their profits and grow tax-free wealth.

For incorporated Canadian business owners frustrated by 50%+ taxes on corporate income, The Corporate Tax Freedom Plan™ provides legal, done-for-you strategies to eliminate double taxation, preserve small business deductions, and build generational, tax-free wealth — all without offshore moves or disrupting operations.We assess, streamline, and guide your technology choices—ensuring your systems scale as fast as your ambition.

Eliminate double taxation

Preserve small business deductions

Build corporate wealth tax-free

100% CRA-compliant and done-for-you

We help business owners keep more of what they earn at every stage—efficiently, legally, and without complexity.

OUR UNIQUE APPROACH

How Preserve Wealth Group Is Different

Elite Network Access

We don't sell financial products or charge for theoretical advice — we provide direct access to the elite network of specialists who actually implement these strategies for the ultra-wealthy. While other advisors profit from complexity, we profit from results.

Proven Implementation System

We match each client with vetted financial experts who implement Fortune 500-level strategies. Complete done-for-you execution by the same specialists who serve ultra-high-net-worth families.

Anti-Gatekeeping Mission

While the industry deliberately keeps efficient strategies exclusive, we eliminate artificial barriers. We can expose industry manipulation because we're building the alternative system that puts value creators first.

100% Onshore & Audit-Proof

All strategies are IRS/CRA compliant, vetted by tax attorneys, and based on structures used by major corporations. We maintain a perfect audit record because we only implement what we know works.

Works With Your Current Team

We collaborate with your existing CPA and financial advisor, enhancing their work rather than replacing them. No disruption to your current relationships or business operations.

Transparent Results & Projections

You'll see exactly how much you'll save before implementing anything. We provide detailed projections, ongoing reporting, and document real implementations with real results.

Why We Built Preserve Wealth Group

Preserve Wealth Group exists because successful business owners are being systematically punished by an industry that uses artificial complexity to gatekeep elite financial strategies.

We saw business owners paying millions more in taxes while the same strategies saving the ultra-wealthy were called "too complex" or "out of reach." The problem wasn't the strategies — it was an industry that profits from gatekeeping.

We're different because we provide direct access to the same network of experts who serve the ultra-wealthy, without the traditional barriers or product sales. We're creating a future where financial optimization is standard practice for value creators, not exclusive privilege.

Now our team helps high-income business owners eliminate the penalty of success by accessing the most efficient financial strategies at scale through industry-leading systems and partnerships.

OUR PROCESS

We help seven- and eight-figure business owners create a bespoke tax strategy using our unique, tried and true method.

You'll keep more of your own money, create wealth faster, and be protected from whatever happens in just three steps:

01

Tax Strategy Planning

We analyze your current situation and design a personalized tax strategy using advanced structures, timing optimization, and legal tax-sheltered vehicles. Our strategies are 100% IRS/CRA compliant and designed to work with your existing business structure.

02

Wealth Preservation

Protect your wealth from excessive taxation while maintaining complete liquidity and control. We implement strategies that grow your wealth tax-free and create a fortress around your financial future.

03

Legacy Building

With all the money you've saved, we help you reinvest strategically to compound your wealth over generations. Build a tax-efficient legacy that provides security and opportunity for your family.

RESULTS

What Our Clients Have To Say

More than 97% of Preserve Wealth Group clients from the last year reported satisfaction with our services. That's because discerning business owners realize that having a single point of contact for planning, implementing, and maintaining their tax strategies is worthwhile... for years to come.

How an Anesthesiologist Discovered the $1.2M Strategy Her Financial Advisor or CPA Never Mentioned

Our client faced the cruel irony of high-income professional life: earning substantial money while being systematically punished by tax structures designed to extract maximum revenue from successful individuals.

How We Helped a Pharmacy Owner Cut His Tax Bill in Half While Building Generational Wealth

Our client had built his independent pharmacy into a thriving business generating $4 million in annual revenue. Despite his success, he watched $100,000 leave his business each year for taxes, limiting his ability to expand operations and build personal wealth.

FAQs

Frequently Asked Questions

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 1,000+ 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? (Both U.S. and 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 right tax-sheltered investment vehicle.

Are your strategies legal and compliant?

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

Ready to Keep More

Of What You Earn?

Apply today and let’s design your tax-optimized future.

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