Success Doesn’t Just Happen.

And it Doesn’t Grow Unless Nurtured.

Every entrepreneur knows that business success is a product of talent, focus, determination and the foresight to tap the right people for the right job. Leveraging the expertise of specialists is particularly important when you want to protect and amplify the wealth your business acumen has created.

With prosperity comes challenges such as:

  • Protecting your personal and business assets.

  • Insulating your business from risks.

  • Tax planning.

  • Maximizing liquidity events/succession planning.

  • Ensuring generational wealth.

Put the Power of VFO Consulting Group to Work for You and Your Business

Our team of financial professionals offers customized support to help you and your business cultivate success on your terms:

  • Cash Flow Strategies

  • Value Enhancement

  • Exit Preparation

  • Solutions for Serious Wealth

…and more

How We Work With – and For –

Each Client

Our proven, systematic processes focus on tackling the unique challenges of entrepreneurship and enhancing your overall financial situation. We work to solve your problems and address your concerns with access to world-class products and services tailored to your situation. We help you make informed decisions about your money so you can spend more time focusing on growing your business and creating an optimal work/life balance.

Client-centered relationships

We are focused on understanding the needs, goals and priorities of each successful business owner we work with, and we tailor our solutions to meet those unique needs.

Collaborative approach

Our team of specialists is dedicated to providing a full range of advanced financial, tax and legal solutions. We understand that collaboration with other professional specialists is crucial, as no one person possesses the expertise needed to address the myriad issues that business owners face.
You’ve Built a Successful Business.

Let us Help You Build Your Optimal Financial World.

Let’s Get Started

Start Building Your Optimal Financial World Today
with a Complimentary Discovery Meeting.

Securities are offered through Realta Equities, Inc., Member FINRA / SIPC, located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. Investment Advisory Services are offered through Transce3nd LLC located at at 835 Main Street, Building 200, Buda, TX 78610. Neither Realta Equities, Inc., nor Transce3nd LLC. is affiliated with Wealth Strategies Advisory Group.