John’s tax experience has taught him that it’s not enough just to put the “right” numbers in the “right” boxes in the “right” forms. He’s learned that planning is the key to helping clients pay less.
Those clients have always appreciated how he does more than just record history. They’ve trusted him enough to approach him with questions about investing and financial planning. But he’s always been frustrated by the inherent conflicts and lack of transparency infecting the wealth management industry.
After much research, John found a partner who helps clients like you accomplish their tax & wealth goals. This partner shares his values and uses a proprietary methodology to implement those values into holistic planning: a Taxes First, Then Math® approach.
As a Family Office Director, John is responsible for prescribing advanced tax solutions and ensuring his network of partners fill those solutions with fidelity to his plan. He relies on the experts at Financial Gravity, Inc., a true partner — not just a vendor — who helps him deliver lower costs, higher tax efficiency, more comprehensive diversification, and more transparent risk management.
John is an Enrolled Agent, Certified Tax Coach, Best Selling Author, Instructor and Speaker at the firm LeWalt Consulting Groupe, LLC located in St. Petersburg, Florida. He formed his accounting and financial services firm with a single purpose in mind: To provide clients with the highest levels of client service possible.
