SPCG

ABOUT US

ABOUT US

SP Consulting Group is a specialized financial consulting firm that empowers entrepreneurs and high-income earners to take control of their wealth and live life on their own terms. We help our clients keep more of what they earn by utilizing strategic tax mitigation and elimination strategies, and we guide them in leveraging those savings to accelerate their wealth growth through tax-efficient investments and comprehensive estate planning.

At SP Consulting Group, we provide a tailored, step-by-step approach to financial freedom through our Tax-Efficient Wealth Roadmap. Our team is dedicated to helping clients reduce their tax liability, optimize their investments, and preserve their assets for future generations. We work exclusively with entrepreneurs and high-income earners, providing strategies that align with their unique financial goals and challenges.

Partner with us to unlock your full financial potential. Our expert team will guide you through every step of your journey to achieve lasting financial success and freedom.

SP Consulting Group is a specialized financial consulting firm that empowers entrepreneurs and high-income earners to take control of their wealth and live life on their own terms. We help our clients keep more of what they earn by utilizing strategic tax mitigation and elimination strategies, and we guide them in leveraging those savings to accelerate their wealth growth through tax-efficient investments and comprehensive estate planning.

At SP Consulting Group, we provide a tailored, step-by-step approach to financial freedom through our Tax-Efficient Wealth Roadmap. Our team is dedicated to helping clients reduce their tax liability, optimize their investments, and preserve their assets for future generations. We work exclusively with entrepreneurs and high-income earners, providing strategies that align with their unique financial goals and challenges.

Partner with us to unlock your full financial potential. Our expert team will guide you through every step of your journey to achieve lasting financial success and freedom.

MEET OUR EXPERTS

WHAT WE OFFER

Wissam "Sam" Alherech

PARTNER

Wissam “Sam” Alherech started working in his family’s juice bar business, in the heart of NYC, at a young age. This is where he began learning business fundamentals. He was inspired by his own family’s story of migrating to a new country, in debt, and building something meaningful. He has always had a general curiosity about the world around him and developed this further as he progressed through life. After managing several businesses, including a Belgian restaurant chain in NYC, he decided to pursue a degree in business. During his academic pursuits, he found a passion for helping others with their studies.

In 2010, he started his own tutoring business, and he was able to pair his passions for teaching, his curiosity, and his accounting and finance education. In this business, he often helped both Certified Public Accountant and Chartered Financial Analyst candidates achieve their respective credentials. Upon completing his undergraduate degree, Sam worked in public accounting with two of the Big Four. His area of expertise was alternative investments within the financial services sector, specifically focusing on hedge funds, PE funds, and broker-dealers, servicing their external audit needs.

In 2017, Sam enrolled in the Executive MBA program at Chapman University in Orange, CA. His experience in the program was very enriching and helped him view business activities in a whole new light. It also opened doors to other local small business opportunities.

In early 2021, Sam pivoted his career to be more fulfilling by starting his company, Seabreeze Ventures, partnering with/leverage the Buckingham Investments’ (a local real estate broker) model of promoting financial literacy and helping families build generational wealth through real estate as an asset class. Sam’s career focus is back to its roots of curiosity and education. He helps raise capital for and structure syndications while also identifying and executing ideal multi-family transactions in line with each of his clients’ unique investment profiles. Seabreeze Ventures also has a financial literacy content creation arm that aims to create digital content to further the goal of leveling the playing field for underserved communities when it comes to understanding money. He now educates on the benefits of real estate as an asset class and helps his clients build legacies for generations to come.

Sam’s business, accounting, and finance experience across industries, paired with his passion for educating and empowering others, makes him a valuable member of the Stock Doc executive team. Sam has helped develop the Stock Doc community’s knowledge base by working one-on-one with members to help them along their investing journey. He did this by explaining how the capital markets operate, how derivative securities can be used, and how to structure derivative positions to mitigate risk.

Sam is also a certified Hot Yoga instructor. Although he doesn’t actively teach, he stays fit and can most often be found tackling his next DIY project, as he enjoys getting his hands dirty learning something new. Above all else, Sam spends most of his time with his best friend, his beautiful wife, as they endeavor to find the next great excursion to adventure together.

Payeman Raja

PARTNER

Payeman Raja is an accomplished entrepreneur, private equity and venture capital principal, as well as a healthcare executive. With a diverse skill set that includes business analysis, data analysis, management, and strategic planning, Payeman has proven to be a well-rounded professional. Hailing from Garden City, New York, Payeman holds a Bachelor's degree in Computer Science from Adelphi University and a Master's degree in Health Sector Management from the Questrom School of Business at Boston University.

Payeman's early career saw them take on various roles in the healthcare industry, including Director of IT at Women's Health Care PC. In this role, Payeman spearheaded the adoption of an Electronic Medical Records system, making Women's Health Care PC one of the first private medical practices in Queens to go fully paperless.

They also provided strategic guidance on technology strategy and planning, reviewing new technologies, and recommending software adoption and process improvements. Building on their experience in IT, Payeman transitioned into a role as Director of Strategy & Management at Women's Health Care PC.

In this position, they played a pivotal role in driving the growth of the business, expanding from one location to five, including a flagship facility in Richmond Hill. Payeman expertly analyzed processes and organizational structure to identify inefficiencies and implemented solutions to streamline workflows and optimize revenues and profits.

Payeman then took on the role of Executive Director at The KôR Medispa, a venture specializing in aesthetics and integrative medicine. They co-founded and developed this healthcare venture, managing every aspect of the business, from finance and budgeting to marketing and HR. Through their efforts, Payeman achieved financial equity within six months and secured sustainable profitability month after month.

Continuing their journey, Payeman joined Women's Health Care PC again, but this time as Chief Operating Officer of the WHC Physician Office Laboratory. In this position, they led the establishment of a new CLIA-Certified laboratory and service startup, successfully driving the lab to break-even status within a few months of launch and sustainable profit within six months. They also fostered strong relationships with insurance organizations, negotiated agreements for efficient payment receipt, and managed billing contracts.

In addition to their roles at Women's Health Care PC, Payeman also co-founded Brown Street Ventures (BSV) as a Co-founder and General Partner. This entrepreneurial endeavor showcases Payeman's business acumen and entrepreneurial spirit.

Based on the information provided, Payeman Raja values strategic leadership, innovation, and efficiency. In their various roles, they have consistently demonstrated the ability to identify and seize growth opportunities, streamline processes, and foster strong relationships with stakeholders. They prioritize quality assurance, customer satisfaction, and continuous improvement. Payeman's experience in healthcare, entrepreneurship, and private equity and venture capital likely shape their values and beliefs, positioning them as a versatile and driven industry professional.

WHY CHOOSE US?

Empowering Entrepreneurs And High-Income Earners

To Achieve Financial Freedom

Experienced Experts

Our team brings decades of expertise in tax strategies, investment planning, and estate management.

Tailored Solutions

Our team stays at the forefront of industry trends and innovations. We continuously update our skills and knowledge to provide you with the most cutting-edge strategies.

Proven Results

Our clients consistently achieve significant tax savings and experience accelerated growth.

Experienced Experts

Our team brings decades of expertise in tax strategies, investment planning, and estate management.

Tailored Solutions

Our team stays at the forefront of industry trends and innovations. We continuously update our skills and knowledge to provide you with the most cutting-edge strategies.

Proven Results

Our clients consistently achieve significant tax savings and experience accelerated growth.

How do you tailor your services to meet the unique needs of high-income earners and entrepreneurs?

At SP Consulting Group, we understand the specific challenges faced by high-income earners and entrepreneurs. Our services are customized to address individual tax situations, financial goals, and business complexities. Through The Tax-Efficient Wealth Roadmap, we provide tailored strategies to mitigate taxes and leverage savings for accelerated financial growth.

What kind of support can I expect from your Tax-Efficient Wealth Roadmap services?

We offer continuous support throughout your journey, providing personalized strategies and actionable insights. Our expert team works closely with you to ensure that each step of the roadmap is implemented smoothly, with ongoing adjustments to optimize your tax and investment strategies.

Do you offer flexible consulting options?

Yes, we provide flexible consulting options, including personalized one-on-one sessions or group consultations. We also offer comprehensive online resources to guide you through every step of the Tax-Efficient Wealth Roadmap, ensuring you have access to the tools and strategies you need at your convenience.

How will I track my progress throughout the program?

Throughout the program, you will receive regular updates and actionable feedback to track the growth of your wealth. Our system ensures that you stay on track with your financial goals and enables us to adjust strategies based on your progress and any changes in tax laws or financial conditions.

How can I get started with the Tax-Efficient Wealth Roadmap or other services?

Getting started is easy! Simply click here to book a consultation or contact us directly to discuss your options. Our team is ready to guide you through the process and help you achieve your financial freedom.

SP CONSULTING GROUP © 2024 | PRIVACY POLICY | TERMS & CONDITIONS