Wealth built any way.
Planned the right way.
A private advisory practice for business owners, physicians, and high-income professionals who are generating significant wealth — and who want a team that plans proactively, not reactively. We accept a limited number of new client relationships each year.
We do not offer consultations. We conduct intake interviews. There is a difference.
A standard CPA relationship works well when your situation is straightforward. But the moment you have significant income, multiple entities, real estate, a business you might someday sell, and a family to protect — the standard relationship is not built for what you actually need.
The CPA files the return. No one is thinking about what next year should look like. The estate attorney drafted the trust five years ago and has not been heard from since. The financial advisor manages the portfolio but has no visibility into the tax implications of what they are doing. These advisors are not talking to each other, and you are the gap between them.
Shurek Wealth Protection is built to be the connective tissue. One team that sees the whole picture — income taxes, entity structure, estate planning, retirement plans, real estate strategy, charitable giving, exit planning — and makes sure every decision coordinates with every other one.
A free consultation is a sales call with a nicer name. We do not do those. What we do is a structured intake process that serves both parties — we genuinely assess whether we can create meaningful value in your situation, and you genuinely assess whether our team is the right partner for what you are trying to accomplish.
We take a limited number of new clients each year. This is not a marketing tactic. It reflects the reality that the kind of ongoing, coordinated, proactive advisory work we do requires capacity — and we will not take on more than we can do well.
If you submit an application and we believe there is a strong fit, you will receive a direct call from our managing partner — not an automated sequence, not a junior associate — to schedule an intake session. If we do not believe we are the right fit, we will tell you honestly and point you toward someone who is.
Submit your application
Tell us about your situation specifically. Income structure, entities, goals, what is not working. Takes about 10 minutes.
We review within 72 hours
Managing partner reviews every application personally. Direct call if the fit looks strong. Honest response either way.
Working intake session
60–90 minutes. We come prepared with observations. You bring your returns and entity documents. A real conversation — not a pitch.
Engagement begins
Structured package matched to your situation. Implementation timeline. Ongoing monthly advisory relationship with direct access to our team.
Every deadline, tracked
Form 5500 by July 31. Crummey notices within days of each premium. Gifting by December 31. CRT return by April 15 with no extension. 83(b) within 30 days. We track all of it — across every strategy in your plan.
Real-time decision support
You are about to sell a property, sign an LOI, receive a restricted stock grant, or take a large distribution. Each of these needs a tax analysis before the decision is made — not three months later. Direct access means we are involved before, not after.
Annual strategy coordination
Your SLAT, FLP, defined benefit plan, cost segregation, and gifting program all interact with each other. Annual coordination keeps everything aligned and prevents one strategy from accidentally undermining another.
Proactive Q4 modeling
Every Q4, we model your projected tax liability before year-end. Every action that can still be taken, we identify. You do not discover your tax bill in April — you know it in October and have 90 days to act.
Examination-ready documentation
REP election time logs, FLP appraisals, Crummey notices, QSBS issuance records — we maintain all of it from day one. Clients who switch to us after an IRS examination rarely have what they needed. Our clients always do.
Compounding value, year over year
Year one: strategies implemented. Year three: FLP gifts have moved $1M+ of value. Year five: GRAT completes, remainder passes tax-free. Year ten: dynasty trust has grown significantly outside every estate. The relationship compounds like the strategies themselves.