Built on Trust. Designed for Partnership.

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Referral Partners

Shielded Wealth partners with property managers and real estate agents who serve investors and landlords and want a trusted solution for LLC setup and partnership tax support.

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Our referral partner program is built to be simple professional and reliable. We handle entity formation and compliance with care and precision so you can focus on your clients and core business. In return your clients receive clear guidance white glove service and long term support from a team that understands real estate investors.

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If you are looking for a dependable partner who protects your clients and strengthens your value as an advisor we would love to connect and share more about our referral program.

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Interested in partnering with Shielded Wealth?
Reach out to start the conversation.