Making Money
is one thing
Keeping it is
another.

Our Mission
is to Preserve
and Protect
Your Wealth

Our Services

Tackling the complexity that lies beneath financial markets takes precision tools & deep expertise

Financial Security

Understanding your business requires understanding the your industry. We do both.

WE ARE A GROUP OF AFFILIATES; ATTORNEYS, ACCOUNTANTS, FINANCIAL PLANNERS

We want to introduce you to It’s Your Wealth.

Through educational courses, ebooks, books and videos, we serve to inform you on the most up to date concepts for preserving your wealth. We can also assist you implementing a solid asset protection plan, along side your local advisors.

Our Wealth Preservation Planners come in all varieties. Attorneys, Accountants, Financial Planners, Enrolled Agents and so on.  Because the field is a relatively new offshoot of Debtor-Creditor Law. Law and accounting have been known for centuries, the barrister and the bean counter have long paved the way for all types of Asset Protection Planners.

With the emphasis in volatile markets and increases in litigation, Asset Protection has become a studied and researched field of practice. Thus, you should choose a planner who is educated, certified and practiced.

Download Corporate Brochure

Learn more about our history. It just might inspire you to help us build a better future.

  • It’s Your Wealth is unlike that of any other business services provider. Our goal is to give you client first solution to your financial needs.
  • Our company serves to educate our readers on the topic of wealth preservation. Each and every person who wants to build wealth knows wealth building on one part of the equation but wealth preservation could be the most important part.

  • Wealth Preservation is a strategic, preemptive preparation to prevent creditors from obtaining assets in the event of a civil judgment. It does not mean that a person ignores their obligations to debt. It means that a person will control their obligations to debt. We have been working with clients since 2005 to help assess their situation and get them to the best advisors.

Why Choose Us

We believe in adopting responsible business practices that create positive change in society. We wish to contribute to the community in which we operate in a meaningful and positive way.

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Meet Our Team

Discover our support team. We engage the financial and legal industry to bring you the best advisors from across the spectrum. All of our people are dedicated to applying their skills & experience.

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Mission & Values

Our mission is to help our clients make distinctive, lasting, and substantial improvements in their performance and to build a great firm that attracts, develops, excites, and retains exceptional people.

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