Different isn’t always better, but better will always be different.
Highly specialized advice for the successful, modern-day business owner.
Harness the Power of a Family Office
You work hard for your money. Your team of professionals should work hard for you.
As a family office, we provide comprehensive planning for your business, taxes, estate, wealth, and risk management all under one roof. We are a one-stop shop for the busy entrepreneur.
Our team consists of wealth planners, CPAs, attorneys, and other tax planning specialists who all work together with one goal in mind: Providing our successful business owner clients the best-in-class comprehensive planning.
Having all of your professionals working on the same side of the table not only simplifies your financial life but allows us to bring you much more proactive and holistic advice.
Other wealth advisors pay lip service to holistic planning. We live it.
Combining advisory services and proactive planning with a Virtual Family Office experience.
We recognize that our best clients want PROACTIVE and HOLISTIC planning.
That is why at Wealth Innovation Group we have upgraded to a 21st century business model based on forward thinking advice and supported by a Virtual Family Office of experts.
-
Understand & prioritize needs
Address biggest problems
Achieve most important goals
Core Values
Be a Team Player
When the team wins, we all win. Everyone works together for the greatest good. Even Tom Brady can’t win a Super Bowl without a team and a coach.
Have Unfailing Optimism
We turn problems into opportunities. We turn mistakes into learning lessons. We have ambitious goals but have fun along the way. We have the mind of an athlete but the spirit of a comedian.
Do the Right Thing
We do the right thing because it’s the right thing. We always do what’s in our clients’ best interest. Doing what’s right isn’t always popular. Follow through on your word.
Pursue Excellence
We seek and embrace a journey of continuous learning and refinement. We bring our personal best and play to win. We don’t simply participate — we innovate.
Our Strategic Approach
Three Uniques
-
Collaborate
Work with Accounting firms and Advisors to bring about comprehensive planning.
-
Coordinate
Internal team allows us to bring it all together under one roof.
-
Utilize VFO Network & Resources
Virtual Family allows us to execute on niche tax and wealth strategies.
Hedgehog
WIG is the best at coordinating tax planning and family office services for high-earners by leveraging strategic partnerships.
-
Our Passion
Empower our clients and partners to optimize their financial potential.
-
Our Niche
Minimize Taxes & Maximize Wealth.
Meet Our Team
Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.
Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.