Contact us to receive your copy of Wes's new #1 Best Selling book "The UPDATED Ultimate Guide to Cutting Your Taxes, GUARANTEED!” 

Serving Clients Nationwide with offices in Orlando, Florida - Sarasota, Florida - San Diego, California - Beverly Hills, California

Call us today to schedule your free, no obligation consultation and find out which of our strategies works best for you and your company. We'll help you every step of the way.

Our Guarantee

Your Personal Financial Data is Safe with us!

Cut your taxes by 10's of thousands, guaranteed! 

Our 110% Money Back Guarantee. If we don’t save you twice as much as our fee within the first six months that you’re a client, we’ll refund your entire fee, plus an additional 10%! Yes, we’re that confident!

Wes's book

Whether running your business, or just running life, things can happen at lightning speed. The impact of your decisions could forever change your business and personal financial position. You don’t have time to watch everything. WE DO! We take the guess work out of taxes, insurance, wealth advisory, liquidity management, CFO services, insurance, data security and more. The ultimate group of trusted advisors working for you!

Utilizing State of the Art Data Encryption Technology

Our Services