
Tax Strategy
Explore Tax Strategies to Help Reduce Your Tax Burden
Wealth Protection
Coordinate Your Financial Strategy to Help Protect Your Wealth
Estate & Legacy Planning
Plan for Your Family’s Future and Long-Term Legacy
Expert Coordination
Bring Tax, Estate, and Wealth Professionals Together

Wealthguard Elite helps high-income earners and business owners explore a more coordinated approach to tax strategy, wealth protection, and legacy planning.
Rather than looking at each area in isolation, we help connect you with the appropriate professionals to evaluate your financial picture and develop a strategy aligned with your goals.


Blueprint modeled their federal tax bill dropping from $424K to $196K in Year 1, about $330K saved and $2.84M over 10 years. Levers: spouse’s Texas residency, a short-term rental with cost segregation, and repositioning idle cash.

$828K in federal tax before planning: $320K a year identified, about $2.4M over 10 years. Levers: a QSBS back-office spinoff, a short-term rental, captive insurance, and a cash balance plan, plus an estate layer designed by an ACTEC Fellow.

Mark is the founder, CEO & President of Guardian Grange. He served 9 years as a U.S. Navy SEAL completing 2 combat deployments to Iraq, and trained the west coast SEAL Teams in urban warfare & direct action combat skills. After service, he co-founded a fintech startup in the foreign currency space and studied Communication at San Diego State University. He founded Guardian Grange to help facilitate veteran healing through nature and building regenerative communities to grow what he calls the soil-based economy.


We help high-income earners and business owners explore tax-planning opportunities based on their income, assets, and financial goals. Our coordinated approach helps identify potential strategies for qualified professionals to evaluate for your situation. Actual results depend on your circumstances and applicable tax laws.

We help connect the dots between tax strategy, wealth planning, and legacy considerations. By bringing the appropriate professionals together around your goals, we help you explore a more coordinated plan for your business, assets, and family's future.

Wealthguard Elite helps high-income earners, business owners, and investors explore tax-planning opportunities tailored to their financial situations. Our coordinated approach evaluates potential strategies with the appropriate professionals to help you make informed, legally defensible decisions.

Our approach is designed for high-income earners, business owners, real estate investors, and families with complex financial needs who want a coordinated strategy for tax planning, wealth protection, and long-term legacy goals.
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