“Before working with Wealthrive, I was struggling to find a true tax strategy partner. I needed someone who could think outside the box and offer unconventional ideas to help me save real dollars on taxes. Unfortunately, the traditional advice I was receiving elsewhere wasn’t making any significant impact on my financial goals. Working with your team was a game changer. Your services not only helped me save substantial funds for my future but also allowed me to plan differently for investments and life overall. This has given me the freedom to live my life in a more fulfilling way. I’m deeply grateful for the support and expertise you provided to help me achieve my financial goals. What stood out the most was your innovative tax-saving strategies, which helped save me millions. On top of that, your strong network of service providers brought immense value. You connected me with affordable, top-tier professionals who supported both my personal and professional aspirations. I can’t thank you enough for the lasting impact you’ve had on my life.”

“This past year I had faced some challenges that required guidance and direction. In reaching out to Peter, Jenna, Kyshia or any member of the team, they always made you feel no question was insignificant. I felt valued and part of the family. Due to my limited time, I especially appreciate how they accommodated me in setting up our meetings. I always came out of each session with greater knowledge and more assurance in making my decisions. I feel very comfortable that I can depend on a group that looks for your best interests first. I am looking forward to working with them on my future plans.”

“We faced challenges with investment diversity, key leadership compensation strategies, a high tax burden, and a need for a CPA who could provide tax strategy solutions. Wealthrive helped us develop a plan of attack, connected us with a compensation strategist, introduced us to several alternative tax reduction strategies which have made a significant difference for us. What we value most about Wealthrive is their exceptional communication, unwavering support, and a referral network that truly adds value to our business."

“Navigating the succession planning of my business was a pivotal moment, and I am so grateful to have worked with this incredible team during that time. Their expertise in tax strategies and structuring a clear path forward was invaluable, but their approach is what truly stood out. The team was efficient, organized, and incredibly kind throughout the process. They took the time to understand my unique goals, even when my vision didn’t align with traditional practices. Transitioning to employee ownership—especially with a less common model in the United States—didn’t deter them. Instead, they embraced the opportunity to learn and fully supported my focus on responsibility in business and alternative approaches. Their dedication to tailoring their services to meet my needs made all the difference. I highly recommend Wealthrive to anyone seeking thoughtful, personalized guidance for their financial and succession planning needs."

“Working with Wealthrive has been a fantastic experience. Before partnering with them, we needed expert guidance in several areas but struggled to find professionals we could trust. From the beginning, Kyshia and Peter have been incredibly professional, responsive, and knowledgeable. Kyshia’s exceptional organizational skills have made everything seamless, and her ability to keep things structured has been invaluable. Peter has been equally outstanding, always taking the time to research our questions thoroughly and follow up with thoughtful insights. Beyond their individual expertise, the team has given us access to professionals in various disciplines that we wouldn’t have been able to connect with otherwise. We truly appreciate their dedication and the comfort they’ve provided throughout this process. We highly recommend them!”

“Before working with Wealthrive, we struggled to find trusted professionals who could provide the level of expertise and support we needed. From the very start, their team has been incredibly professional, knowledgeable, and responsive. They’ve made us feel comfortable throughout the process, always taking the time to research our questions thoroughly and follow up with thoughtful insights. One of the most valuable aspects of working with them is their ability to provide access to professionals across multiple disciplines—connections we wouldn’t have been able to make on our own. Their structured and organized approach has made everything feel seamless. We highly recommend them to anyone looking for expert guidance and top-tier service!”

"I can't say enough good things about my experience working with Wealthrive. Between the tax savings and excellent investment advice, I got a 10x return on my investment with them. The team is full of true subject matter experts that helped me get to where I wanted to go. Before working with Wealthrive, my tax bill was higher and I didn't have much direction with my investments. But now I have a solid plan in place for my taxes as well as a clear investment plan that's even outperforming the S&P 500. I'd highly recommend Wealthrive for tax planning or investment services."

“Several years ago, while heading into retirement, my husband and I sought out financial guidance. After some time, we felt the lack of personalized help we felt we needed. As most people do, we felt that we had some special issues here and there that needed extra care and consideration. A very dear friend of mine was very happy with her team of experts at Wealthrive. We made the switch and never looked back. The difference was clear from the start. Accessibility is constant. Initially we met all the time and now no meeting ends without having another set up for us. Goals are always in place with new ideas offered up to reach them; personalization to our specific needs which extends out to the members in our family. All of the attributes we were looking for were met.”