Trump Accounts for Business Owners: Two Decisions, Not One
Trump Accounts hand business owners two separate decisions. See who can actually participate under the Section 128 employer rules, and
Defiant Capital Group is an independent wealth management firm in Pittsburgh, PA providing hands-on wealth advisory, investment management and tax planning for founders, business owners, affluent families and those navigating pivotal financial transitions.
Defiant Capital Group is a fee-only RIA founded to provide wealth advisory and investment management for founders, entrepreneurs, and distinguished high net worth families.
As financial advisors we design and manage long-term, high-performance wealth strategies to fuel growth across investments, business and family.
To give you great advice, you need to understand it. We know the weight of creating, growing, and protecting wealth because we’ve lived it ourselves. Discover truly fiduciary, independent wealth advisory built around you, led by experienced financial advisors.
Defiant Capital Group was founded by entrepreneurs and financial advisors who’ve navigated financial complexity firsthand and bring that insight to every family we serve.
Our independence means your goals, not products or institutions, drive every decision we make.
We combine the rigor of institutional investing with the lived perspective of building wealth as founders.
We provide guidance for every stage of your financial life. Integrated, fiduciary wealth management – not products, not packages. Every engagement is built around your specific goals, your business, and the decades ahead.
Comprehensive, holistic wealth management integrated across your investments, taxes, estate, and business.
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Globally diversified portfolios constructed with institutional rigor. Tailored to your goals, timeline, and risk profile.
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Estate planning and wealth transfer strategies for high net worth families. Preserve what you've built, minimize estate taxes, and protect your legacy.
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Strategic planning for ownership transitions, business sales, and post-liquidity wealth to help maximize value before, during, and after the exit.
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Year-round tax strategy to minimize tax liabilities that includes income structuring, business analysis, loss harvesting, and QSBS planning.
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Direct access to institutional private equity, private debt, and venture capital - opportunities typically reserved for the largest institutional investors.
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Each discipline informs the others. A decision made in isolation rarely holds. A structure built in concert does.
Architecture
Entities, titling, ownership, and beneficiary design - the invisible decisions most advisors never make.
Taxation
A lifetime tax lens across income, investment, and transfer. Wealth is not what you earn, it's what you keep.
Liquidity
Capital accessible without being destructible. Move when opportunity arrives, without dismantling the plan.
Allocation
Net-of-tax, net-of-fee, net-of-risk return. The benchmark is the life you are trying to fund.
Succession
Intentional design for the values, structures, and governance that allow wealth to compound across generations.
Trump Accounts hand business owners two separate decisions. See who can actually participate under the Section 128 employer rules, and
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