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Welcome to WEALTH CENTRY!

 Wealth is built by those who are 

intentional, focused, and dedicated to their goals!!!


—pursuing financial freedom and life achievements through thoughtful strategies in finance, investments, and retirement planning. We also provide guidance on transferring wealth to your chosen heirs, minimizing or eliminating tax burdens as needed. Tax and financial planning serve as the cornerstone for long-term success and an elevated quality of life. Our comprehensive advisory services are crafted to grow, protect, and preserve your wealth, both now and for the future.

Preserve your wealth today and secure it for the future.

We are a full-service tax and financial firm dedicated to delivering the best possible experience for our clients. Whether you need assistance with real estate, mortgage, tax, finance, or investment, our expert advisors guide you through every step. Contact us today to begin your journey!

Find out our services
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Services

Tax Planning

 

  • Prevent tax issues:  Identifying tax violations and errors is crucial. Ensure all issues are corrected before filing your taxes or returns. If you owe back taxes or face other tax challenges, proactive planning can help you address these concerns and find practical solutions.
  • Supporting your business:  Starting or sustaining a business is challenging for many reasons—tax liability need not be one of them. With small business tax planning, you can boost your business and accumulate more resources for growth.


Financial Planning

We create personalized financial plans for businesses and individuals, offering guidance and support to help achieve your financial objectives. Trust us to tackle your most critical economic challenges and assist you in building lasting wealth.


Our team of tax professionals, financial advisors, and lawyers collaborates to design tailored financial, tax, and estate planning strategies that ensure you reach your financial goals.

Estate Planning

Estate Planning

 

  • Maximizing the estate: Effective planning can significantly improve your family’s financial situation while reducing liabilities. It ensures protection for beneficiaries and young children, minimizes the tax burden on heirs, and prevents potential family disputes. 
  • Securing more for your heirs:   Thoughtful tax planning allows you to maximize the assets you pass on to your heirs. By strategically minimizing their inheritance tax liability, you help ensure they retain more of the wealth you’ve worked hard to build. 

 


Advisory Board

Tax Pro

MLO Lending

MLO Lending

All Tax Related

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MLO Lending

MLO Lending

MLO Lending

Find $ to Buy

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Realtor

MLO Lending

Realtor

Buy, Sell or Rent Property

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