Wealthrive

23/06/2026

When life gets complex, having the right guidance matters.

Christine shared how much she valued the care, flexibility, and clarity she experienced while working with the Wealthrive team. With limited time and important decisions to make, she appreciated feeling heard, supported, and more confident after each meeting.

That is the standard we work toward: helping clients feel informed, respected, and equipped to make thoughtful decisions about their future.

Thank you, Christine, for trusting Wealthrive and sharing your experience.



Disclosure: The testimonials provided are from current or former clients of Wealthrive. No compensation was provided for these testimonials. The experiences and opinions expressed are unique to the individuals and may not be representative of all client experiences.

21/06/2026

Estate planning isn’t just about what happens after you’re gone.

It’s about creating a structure that aligns with your family’s long-term goals while preserving flexibility along the way.

One strategy often used by high-net-worth families is a Spousal Lifetime Access Trust, or SLAT.

At a high level, a SLAT can allow assets to be transferred out of an individual’s taxable estate while still providing a level of indirect access to those assets through a spouse.

That’s what makes the strategy so attractive.

It combines estate planning benefits with flexibility, allowing families to think long term without feeling like they’ve completely given up access to their wealth.

Like many advanced estate planning strategies, the value isn’t just in the trust itself.

It’s in how the structure is designed to support both wealth preservation and future generations.

19/06/2026

Fun Fact Friday ✨

Retirement plans can be powerful tax strategies.

For high-earning business owners, Solo 401(k)s and cash balance plans may allow you to shelter six figures from taxes while investing in your future.

18/06/2026

Solar can be a powerful tax strategy because it may combine depreciation deductions, solar tax credits, and the ability to carry credits back to prior years for potential tax refunds.

The safe harbor program may also allow qualified investors to reserve access to solar benefits beyond 2026 with a modest down payment before the deadline.

For anyone expecting continued high income, especially in high-tax states, this is a planning window worth paying attention to.

Watch the full video and reach out to Wealthrive to see what your potential solar tax savings could look like.

If you're interested to know more and discuss how it can be applicable to your personal situation, connect with our very own Peter Culver via the email and number on the video.

17/06/2026

Building wealth is one thing. Building a life that can hold it is another.

Our Co-Founder Peter Culver joined The Wisdom Transfer Podcast to share the lessons he’s learned from building financial services companies, serving entrepreneurs, and helping families create predictable income, lasting wealth, and lives with more freedom.

This conversation goes beyond money. Peter talks about entrepreneurship, leadership, family priorities, financial freedom, wealth-building mistakes, and the kind of legacy that continues long after the business success.

For business owners, aspiring entrepreneurs, and leaders thinking about what success should really look like, this episode is a reminder that wealth should serve your life, not consume it.

Listen to the full episode of The Wisdom Transfer Podcast featuring:

Spotify: https://open.spotify.com/episode/0ncxDFn2cgXEmu74HQK2ie?si=3635866f436e41eb&nd=1&dlsi=cfb6873bb6dc41bd

Apple Podcast: https://podcasts.apple.com/us/podcast/building-wealth-freedom-and-legacy-guest-peter-culver/id1890898482?i=1000771155382

Podcast Episode · The Wisdom Transfer · June 4 · 26m

17/06/2026

One of the biggest misconceptions about tax strategy is that there’s a single “best” approach. There isn’t. The most effective strategies depend on a variety of factors, including your income, your goals, your assets, and even where you live.

A strategy that makes sense for a business owner in New York or California may not deliver the same results for someone in a different state. That’s why tax planning should never start with the question, “What’s the best strategy?”
It should start with, “What’s the right strategy for me?”

The most successful tax plans are tailored to the individual, aligned with their long-term objectives, and designed around their unique circumstances. Because great tax strategy isn’t about finding a loophole. It’s about finding the right fit.

16/06/2026

Results matter. So does the team behind them.

For Jeff, working with Wealthrive meant more than tax savings. It meant thoughtful investment guidance, access to true subject matter experts, and a clearer path toward the outcome he wanted.

A 10x return on investment does not happen by accident. It comes from strategy, coordination, and a team willing to get into the details.

Thank you, Jeff, for trusting Wealthrive and sharing your experience.



The testimonials provided are from current or former clients of Wealthrive. No compensation was provided for these testimonials. The experiences and opinions expressed are unique to the individuals and may not be representative of all client experiences.

15/06/2026

Today we’re celebrating Sameer Sawaqed, our Director of Client Engagement, whose impact reaches far beyond the title.

Sameer plays a key role in shaping how Wealthrive shows up in the market, helping strengthen our brand presence, support meaningful client communication, and connect our message with the entrepreneurs and families we serve.

His creativity, thoughtfulness, and marketing-minded approach help bring our mission to life in a way that feels clear, intentional, and aligned with who we are.

Happy birthday, Sameer. Wishing you a year filled with growth, success, and well-earned celebration.

12/06/2026

Fun Fact Friday ✨

Short-term rentals can be more than a cash flow play.

When properly structured and managed, they may generate tax losses that can offset other income. The key? Meeting strict material participation rules and keeping the right documentation.

A smart tax strategy starts with knowing the rules before you need them.

12/06/2026

Extending your tax return does not automatically put a target on your back.

One of the biggest myths entrepreneurs hear is that filing an extension raises a red flag with the IRS. In reality, rushing your return can create more risk than extending it.

Many business owners need more time because K-1s are not ready, income is still being finalized, or life and business events require more thoughtful planning.

A tax extension is not a strategy by itself. But when used properly, it can give you the time to file with more accuracy, less stress, and better clarity.

These are the conversations we have inside our ThriveTalk sessions, where we help business owners think beyond deadlines and plan with intention.

Look out for the next ThriveTalk coming soon.