WEALTH PLANNING

Was your plan built to benefit your advisors, or was it built to benefit you? And is it truly the best plan available to you, or simply what they were allowed to sell?

We design wealth-planning strategies around your life, your business, and your long-term objectives—not products or commissions.

Our role is to help you choose the right strategies that serve you, not sell you unnecessary ones.

Protect What You’ve Built, Keep More of What You Earn

Our planning focuses on

  • Reducing tax friction (income, capital gains, estates)

  • Enhancing asset protection

  • Maximizing liquidity and access to capital

  • Keeping more of what you earn

  • Ensuring money is easy to access, hard to lose, and protected from unnecessary taxation

"We don’t use typical retirement plans, push products, or offer strategies that lock up your money or make it costly to access"

WEALTH PLANNING CAPABILITIES

Everything structured for serious entrepreneurs, not retirees

All plans are designed through the lens of

  • Tax mitigation

  • Asset protection

  • Liquidity optimization

  • Low friction access to capital

Our Capabilities include

We engineer wealth plans that

  • Advanced entity and trust architecture

  • Asset protection systems

  • Cash flow & liquidity engineering

  • Multi entity & multi jurisdiction planning

  • Tax efficient wealth accumulation

  • Investment & capital frameworks

  • Risk mitigation structures

  • Long term financial positioning

"All integrated all coordinated, all built around what actually matters to a business owner"

CUSTOMIZED SOLUTIONS

Your plan should reflect your life, not a template. Every entrepreneur thinks differently about wealth, so we build around what YOU want to invest in, not what someone is incentivized to sell. Our customized solutions include

Real Estate Investing (Private & Direct)

Sky Tower Counsel clients have access to:

  • Our private real estate advisory arm

  • Direct investment options

  • Commercial, residential, land, development, and specialty deals

  • Structuring for tax efficiency and protection

Traditional & Alternative Investments

We support structures and access for

  • Hedge funds

  • Private equity

  • Private credit

  • Direct investments

  • Structured notes (custom one off)

  • Lending strategies

  • Bitcoin and select digital asset frameworks

  • Resource investments (energy, metals, land, etc)

"Every plan aligns your interests with your long term goals not with a product manufacturer’s compensation plan"

LIFESTYLE & PRIVATE ADVISORY SERVICES

For entrepreneurs whose wealth includes more than investment accounts

Sky Tower Counsel supports clients with

  • Jet acquisitions, leasing structures, and hangar development

  • Aviation advisory through our private partner network

  • High value lifestyle assets requiring legal and tax structure

  • Specialty real estate and complex asset purchases

"If you want a jet, a hangar, a ranch, or a business acquisition structured the right way we handle the architecture"

WHY SKY TOWER COUNSEL WEALTH PLANNING WORKS

Because we integrate everything, everyone else fragments

We combine

  • Tax planning

  • Legal structure

  • Asset protection

  • Wealth planning

  • Capital management

"Into one coordinated system designed only for the entrepreneur"

What Sets Us Apart from Traditional Advisors

What sets us apart from traditional advisors is our fully integrated, strategy-first approach. We do not rely on templates or siloed recommendations.

Instead, we coordinate tax, legal, and financial expertise into one unified plan—built around your goals, your timeline, and the way you want to build wealth, with alignment, transparency, and a long-term focus rather than incentive-driven recommendations.

Unlike traditional advisors

Sky Tower clients have access to

  • No kickbacks

  • No conflicted incentives

  • No product quotas

  • No AUM driven recommendations

  • Full transparency on all fees

  • Specific plans include a money back guarantee

"Your planning is designed around what serves you best not around what can be sold"

THE RESULT

Our clients consistently experience

  • Significant long term tax reduction

  • Stronger legal and financial protection

  • Higher liquidity and easier access to capital

  • Reduced risk

  • Improved strategic options

  • Greater control and clarity

  • A more resilient financial foundation

  • A business and personal wealth structure that can adapt, pivot, and thrive

"This is wealth planning built for builders for people who actually earned it"

What Our Private Clients Say About Us

“Accounting is the science of taking score of what has happened, taxation is the law on what is allowed, and strategy is the combining, timing, and sequencing to create wondrous results. Dallas and his team have no equal in guiding clients to where they want to go."

T.Matthews
CFO

“I was once one of those stubborn old fools set in my ways. I thought my guys I had since the dark ages did everything imaginable. I had no idea how big the tax code was, I assumed everyone had the same software I am into water drilling! Next thing I know I am invited to one of Dallas’s get togethers and his words ate away at me for months. My CPA handed me a bill for $834,000 and that was it, I called Dallas and I have never turned back.”

C. Kelly
CEO, Water Drilling

“When working with Dallas, your biggest problem will be, what do I do with all of this money?”

* V. Walker
CEO Cosmetologist Chain

“Harold would be proud of the work Dallas’s team put into our estate plan. From the start Dallas made me feel my opinions, and thoughts mattered and I wasn’t just the wife of the client. When my husband passed everything went off the way it was supposed to, Dallas was at my side through everything. Every time I meet with Dallas I see the paperwork my husband had signed, I can’t help myself but touch his signature, my husband, he is still here.”

B. Griggins
Widow

“There is no way any local CPA or financial guy can do what they do. When you hop on a Zoom meeting and it’s you and a dozen experts from all over, they’re at your table to help me get my family where we always wanted to go… how can you not value that? There were no big shot corporation guys either, they were all down to earth, made me feel confident, the tax nerds talked, Dallas translated, I got it right then and there. I will be here and my kids will too.”

Teagan R
Commercial Plumbing Contractor

“Dallas will show you just how much money you have been overpaying on your taxes. Seriously, ask for the bag of money example. You see it when you are writing out the check. But have you actually seen a stack of $500,000 American dollars? He saves me a fortune every year.”

E. Furtwangler
Commercial Real Estate Developer

““Guys on the golf course brag about everything from cars, swings, clubs, real estate, and the new hot secretary. But everyone knows, I have the best, I found the secret sauce, and every year I get to brag how much he saved me in taxes. Dallas is literally saved in my phone as ‘the secret sauce.’”

Blake S
Contractor

“Do not listen to your friends, your relatives, your fancy financial advisor, or local big shot attorney. If they are saying there is no other way to reduce your tax, whether it's your death tax, capital gains tax like it was for me and believe it or not your income, do yourself a favor and call Dallas. It doesn’t matter what anyone says, that man had me on a call with the #6 tax attorney in the country, and he rambled off 14 more ways to get rid of the capital gains tax on the sale of my business after everyone said there was nothing else that could be done. Don’t waste your work ethic, get his help and his team will get rid of the tax bill.”

Lawrence V
Software Developer

Ready to stop managing dozens of advisors and start enjoying the benefits of one coordinated team?