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Are you ready to live Rich Beyond Money?

This ebook details the core philosophy that is the foundation of what we believe and encourage our clients to live by. 

With over 20 years of experimentation, iteration, and helping 100's of people live similarly, we're making this available to you.

 

Download The Rich Beyond Money Below eBook By Submitting The Form Below!
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Download The Rich Beyond Money Below eBook By Submitting The Form Below!

Download The Rich Beyond Money Below eBook By Submitting The Form Below!
WE HELP SEVEN FIGURE INCOME AND EIGHT FIGURE NET WORTH ENTREPRENEURS:
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Keep more of what they earn with our custom tax-reduction plan

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Get expert advice from our team of accountants, financial planners, and entrepreneurs

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Connect with like-minded entrepreneurs dedicated to growth, learning, and shared success

WE HELP $600,000+ NET INCOME ENTREPRENEURS:
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Keep more of what they earn with our custom tax-reduction plan

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Get expert advice from our team of accountants, financial planners, and entrepreneurs

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Optimize finances through tax deductions and potential recurring cash flow




Save More on Taxes & Live Rich Beyond Money with Wealthrive

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Specialized Tax Reduction

Keep more of what you earn in your pocket after we identify at least $25,000 in potential tax deductions with our customized tax-reduction plan.

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Personal Wealth Coaching

Dive into all the aspects of financial planning by tapping into our team of accountants, lawyers, financial planners, and entrepreneurs.

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Thriver Community

Learn and connect with like-minded, successful entrepreneurs who all believe in the power of tax reduction to create a life of true abundance. 

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The Wealthrive Program
The Wealthrive Program is a multi-year partnership that begins with a three 90-minute launch meeting to build a solid foundation, followed by ongoing quarterly engagements to refine and enhance your financial strategy for years to come.
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1. Discover

By understanding your current mindset and goals, we start by assessing opportunities that can keep more money in your pocket and eventually lead you to financial freedom.

2. Design

We start developing a custom solution unique to your goals that covers all aspects of financial planning, including tax-saving strategies, that help you set a clear financial picture.

3. Deploy

With a solid wealth foundation in place, we begin implementing your tailored plan to identify at least $25,000 in potential tax deductions and redirect your savings toward your aspirations.

4. Quarterly "Level Up" Meetings

Elevate your financial strategy and build lasting wealth with our Quarterly Level Up Meetings. These focused meetings ensure your plan evolves, new opportunities are captured, and your progress accelerates—laying the foundation for sustainable growth and generational abundance.

Is Wealthrive Right For You?

PERFECT FOR

If you fall under one of the following categories:

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Entrepreneurs and business owners with at least $1MM in net income

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Entrepreneurs with a business generating at least $1MM in revenue

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Entrepreneurs planning to exit their business within the next 18 months

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Entrepreneurs who have already successfully exited their business

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Entrepreneurs with a minimum of $1MM in investable assets

NOT IDEAL FOR
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Entrepreneurs with less than $500k in taxable income

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Entrepreneurs just starting and not yet generating $1MM in revenue

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Entrepreneurs without a minimum of $1MM in investable assets

Is Freedom Family Office Right For You?

PERFECT FOR

If you fall under one of the following categories:

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Entrepreneurs and business owners with at least $600K in net income

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Entrepreneurs with a business generating at least $1MM in revenue

Check (purple)-1

Entrepreneurs planning to exit their business within the next 12 months

Check (purple)-1

Entrepreneurs who have already successfully exited their business

Check (purple)-1

Entrepreneurs with a minimum of $1MM in investable assets

NOT IDEAL FOR
X-1

Entrepreneurs with less than $500k in taxable income

X-1

Entrepreneurs just starting and not yet generating $1MM in revenue

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Entrepreneurs without a minimum of $1MM in investable assets

What Our Clients Say About Us

"Before working with Wealthrive, I was struggling to find a true tax strategy partner. 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."

Pramod D.
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"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."

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Stars - Miren O.

"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."

Jeff O
Stars - Jeff O.
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CONNECT WITH US

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CONNECT WITH US

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©2024 FREEDOM FAMILY OFFICE, LLC

*
(1) complete a strategy session with a representative
(2) complete a questionnaire, and
(3) net income is $600,000 or more
If, after meeting the conditions above, we are unable to identify at least $25,000 in potential tax deductions, we will give 100% of your money back.

FFO – Website Disclosure

Investment advisory services are offered through Freedom Family Office LLC, a registered investment adviser. Registration does not imply a certain level of skill or training. This website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of this website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Freedom Family Office LLC, please visit https://adviserinfo.sec.gov/firm/summary/310275. A copy of Freedom Family Office LLC’s current written disclosure statement discussing Freedom Family Office LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Freedom Family Office LLC upon written request.

COOKIE POLICY

Freedom Family Office LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Insurance products and services are offered and sold through individually licensed and appointed insurance agents.

©2025 WEALTHRIVE INC.

*
(1) complete a strategy session with a representative
(2) complete a questionnaire, and
(3) net income is $600,000 or more
If, after meeting the conditions above, we are unable to identify at least $25,000 in potential tax deductions, we will give 100% of your money back.