Sophisticated wealth management built for complexity. From asset protection to multi-generational planning, we help high-net-worth clients navigate every stage of growth with clarity and control.
Protect what you’ve built, amplify what you hold.
Complex portfolios demand more than traditional advice. We provide discreet, sophisticated guidance that integrates investment strategy, tax efficiency, and estate planning into one cohesive vision for your wealth.
Most wealth is managed, but not maximized. True advantage comes from strategies designed for complexity—balancing investment, tax efficiency, and generational planning. Our clients don’t settle for conventional answers, and neither do we.
We design global investment strategies that balance preservation with growth. Our approach goes beyond traditional asset allocation—integrating alternative investments, private equity, and tailored opportunities reserved for high-net-worth clients. Every portfolio is built with discipline, foresight, and a focus on compounding wealth across market cycles
Wealth is measured not only by what is gained, but by what is preserved. Our advisors structure assets to minimize tax exposure, protect capital, and create seamless estate transitions. From trusts to multi-generational frameworks, we ensure your wealth moves efficiently and securely across time.
Wealth without planning is fleeting. We build continuity into every structure, ensuring your financial influence extends beyond you. Through estate design, succession planning, and charitable strategies, we craft legacies that reflect both ambition and intention.
Disciplined investment strategies that balance ambition with preservation, compounding wealth quietly and effectively.
Our strategies have guided billions in assets, consistently delivering performance that endures across market cycles and generations.
We integrate discreetly into your financial ecosystem, aligning investments, tax structures, and estate planning without disruption.
Advisors with decades of experience serving founders, families, and executives—focused on protecting and advancing exceptional wealth.
Our process is simple, discreet, and structured. From your first private consultation to ongoing stewardship, we ensure your wealth is managed with foresight, precision, and continuity.
Every relationship begins with discretion. We listen to your story, understand your ambitions, and define the outcomes you want your wealth to achieve—beyond just returns.
We conduct a comprehensive review of your portfolio, tax exposure, and estate structures. This deep analysis reveals hidden inefficiencies, risks, and opportunities for growth and protection.
Our team develops a tailored wealth plan that integrates investment management, structural efficiency, and generational planning—crafted exclusively for your unique complexity.
Our dedicated team is the foundation of Top Level. With diverse expertise in finance, strategy, and legacy planning—and a shared commitment to serving the exceptional—we work tirelessly to deliver sophisticated wealth management solutions that endure across generations.
Sophisticated wealth management doesn’t just preserve assets—it unlocks possibilities. We help high-net-worth individuals transform financial strength into enduring influence, security, and legacy.
Protect what you’ve built with strategies designed to minimize risk, reduce inefficiencies, and ensure your wealth is shielded from erosion.
Access global markets, alternative investments, and tailored strategies reserved for exceptional clients. Positioning your capital for growth.
We craft estate and succession plans that move seamlessly across generations, ensuring your influence and values endure beyond a single lifetime.
Wealth is not only about preservation—it’s about possibility. Designed to give you clarity, control, and freedom to focus on what matters most.
Discover how Solarion revolutionizes green energy solutions with cutting-edge solar technology. These projects highlight our commitment to sustainability, cost-effectiveness, and customer satisfaction in the renewable energy sector.
In Arizona, Top Level collaborated with a real estate giant to integrate cutting-edge tax plan implementation. This project brought sustainable power to residential communities, reducing emissions and costs while enhancing energy efficiency.
In Berlin, Solarion partnered with a leading manufacturer to power their production lines using renewable solar energy. The result was a reduction in operational costs and a significant boost in energy independence.
In Sydney, Solarion equipped a modern apartment complex with a self-sustaining solar energy system. This innovative solution improved living standards while significantly cutting energy costs for residents.
Lorem ipsum dolor sit amet consec adipiscing elit phasellus enim turpis convallis vel sapie at sagittis consectetur libero.
Lorem ipsum dolor sit amet consec adipiscing elit phasellus enim turpis convallis vel sapie at sagittis consectetur libero.
Lorem ipsum dolor sit amet consec adipiscing elit phasellus enim turpis convallis vel sapie at sagittis consectetur libero.
Lorem ipsum dolor sit amet consec adipiscing elit phasellus enim turpis convallis vel sapie at sagittis consectetur libero.
Lorem ipsum dolor sit amet consec adipiscing elit phasellus enim turpis convallis vel sapie at sagittis consectetur libero.
Lorem ipsum dolor sit amet consec adipiscing elit phasellus enim turpis convallis vel sapie at sagittis consectetur libero.
Here’s what homeowners, businesses, and community leaders are saying about us.
Take the first step to seeing if you qualify for our pre-tax benefits plan that creates a compounding savings structure into your business. Our experts are here to help.
Every month you wait could mean thousands in missed savings for your business and your employees. These answers will walk you through how to implement this zero net cost, IRS-compliant plan quickly and without disruption. If you qualify, you can be up and running in as little as 15 days.
Any U.S.-based employer with 25+ W-2 employees who offers health benefits can qualify. Industries like healthcare, manufacturing, hospitality, education, and professional services often see exceptional results.
Once your eligibility is confirmed, most plans can be set up and running within 15–45 days, with employee savings showing in the very next pay cycle.
Many payroll teams aren’t aware of this strategy. We work directly with them (or recommend a provider who can handle it) to ensure seamless integration.
Yes. The structure is based on IRS Section 125 guidelines, which have been in place for decades. Our providers ensure your plan is compliant, documented, and audit-ready.
No. We typically work within your existing benefit setup. The strategy adjusts how certain benefits are handled in payroll, not who provides them. This keeps your current health plan, providers, and coverages intact while unlocking new tax savings.
It’s an IRS-approved payroll and benefits structure that lets you legally reduce payroll taxes while giving employees an immediate boost in take-home pay — without changing your health plan or cutting benefits. Fortune 500 companies have used this for decades, but most small and mid-sized businesses haven’t implemented it.
No. This is a zero net cost program — meaning the savings generated more than cover the implementation. You’ll see positive cash flow from the very first payroll after launch.
Yes. To qualify, your business must offer a major medical health insurance plan to W-2 employees. This structure works within your existing benefits, so no new plan is required — but coverage must be in place.
