Your Wealth Must be 

Preserved and Protected.


Here's How We Can Help.

As Strategic Wealth Advisors, we take a 3-part holistic approach to your prosperity.

It must be protected

through bullet-proof asset protection and privacy structures

It must be defended

through legal tax-deferral strategies

It must leave a legacy

through philanthropic endeavors
You deserve a bespoke, fiduciary relationship with a team whose only interest is you.

We are not “investment advisors”. We assume you have your own and we work together with them for your benefit.

Our expertise is in the strategic growth and protection of your wealth. For now and for your future generations.

Let's talk!
Schedule a No-Obligation Discovery Call

As Strategic Wealth Advisors, we take a 3-part holistic approach to your prosperity.

It must be protected (through bullet-proof asset protection and privacy structures)
It must be defended (through legal tax-deferral strategies)
It must leave a legacy (through philanthropic endeavors)
You deserve a bespoke, fiduciary relationship with a team whose only interest is you.

We are not "investment advisors". We assume you have your own and we work together with them for your benefit.

We're Inspired by "The Rockefeller Formula".

The Rockefeller family crafted multi-generational wealth structures that continue to provide them with ultimate privacy, risk reduction, asset protection, and unparalleled tax advantages.

It's been said that only a handful of attorneys in the country know how to establish these types of structures.

Here at Total Wealth Strategies, you'll benefit from Rockefeller's methods. 

As a successful entrepreneur, investor, or business owner, you know you need protection.

But do you have the right protection? Do you have total protection? 

If you're like most high-net-worth individuals, it's not likely.

Our expertise is in the strategic protection and growth of your wealth, for now, and for your future generations.

Let's talk! Bring your advisors to a No-Obligation High-Value Outcome call with us.
Schedule a No-Obligation High-Value Outcome Call With You and Your Advisors

Powerful And Flexible for Individuals, Businesses & Investors.

We design bespoke structures that meet your current and future needs; for yourself and your future generations. Click below to learn more.

Running a CBD Oil Business? Get a Powerful Competitive Advantage.

Protect yourself from legal predators & boost your cash-flow to rapidly grow your business.

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Crypto/Blockchain Investors Are at Risk. Fix the Weak Links with the Ideal Solution.

The government is hunting for tax revenue from crypto/blockchain millionaires. Here's your protection.
Learn More

Real Estate Investors No Longer Need 1031 Exchanges to Shelter Income.

Capital gains can be deferred for your lifetime and the lifetimes of your beneficiaries without the need for a 1031 exchange.
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Financial Planners Can Boost Clients' Portfolios & Funds Under Management.

This is the ultimate win-win: Massive tax savings for clients means more capital to invest for them!

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Running a B-Corp or Benefit Corporation? Now "Self-Direct" Your Taxes.

The massive tax dollars you save can be used to promote change in the world…on your terms.

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Investors Can Defer Taxes on their Oil & Gas Dividends & Other Investments.

All taxes on capital gains, 1099 income, royalties and more can be deferred…for generations.
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Tax Professionals: Boost Your Practice & Become a Hero to Your Clients.

Few tax professionals are even aware of this unique structure. Get the competitive advantage & multiply your income!
Learn More

How can we help you?

Book a complimentary High-Value Outcome Call and let's explore how you might benefit from our exclusive strategic WealthSpring™ Structures.
Yes! Let's Talk!

A Common-Sense Disclosure:

Here at Total Wealth Strategies, we're committed to providing amazing tools and services to improve your business and your life.

We're not accountants or attorneys, so we're absolutely not providing accounting or legal advice. We just want to share this incredible information with you because we know it will help you fulfill your mandate to make a bigger, better difference on the planet.

That said, we work directly with a team of qualified professionals including some of the most talented tax and legal authorities who can help you evaluate how this structure will apply to you. Additionally we enthusiastically recommend that you perform the appropriate due-diligence before implementing any structure change.
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