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Welcome to the Room Where Strategy Replaces Guesswork

You’re Invited

Private Wealth & Tax Strategy Brunch

Hosted by

Denise Givan & Olivia Williams

You are cordially invited to an intimate conversation for individuals who are tired of paying tax liability every year, want to reposition money into assets, and value being in the right room.

A Private, In-Person Wealth & Tax Strategy Experience
Limited to 30 Seats

Event Details

Saturday, February 28th
1:00 PM – 3:30 PM

Cendana District West – Tea Lounge
7303 S. Peek Rd.
Richmond, TX 77406

👉 Reserve Your Seat

SCROLL to learn more

The financial world is changing. Tax pressures are increasing, opportunities require smarter positioning, and navigating it alone is no longer sustainable. That’s why we’re creating something intentional — a private room built with heart, strategy, and meaningful connection.

✴

Are consistently paying tax liability and want strategic insight on how to recapture and reposition their money?

✴

Are exploring real estate as a tool to diversify income and build assets?

✴

Value proximity to others who are focused on wealth, not just income?

If you've been feeling like...

You’re working hard, earning well, but still writing large checks to the IRS every year and wondering where that money could have gone instead.

You know real estate and other assets could diversify your income — but you’re unsure how to enter strategically without making costly mistakes.

You need to be in a room with people who think about wealth differently — people who value strategy, ownership, and long-term positioning.

✴ Then this room was created for you. ✴

See what others are saying........

"Working with The Tax Strategist over the past year has been an incredible and eye-opening experience. From day one, the team made me feel supported and truly invested in my success, taking the time to understand my specific situation.”

What really stands out is their hands-on and educational approach—it’s not just about getting results.

— Kemi Macgregor Dickson,

Rayos Inc

“For 4 years, I didn’t file my taxes.”

My previous tax person was just filing — no strategy, no guidance — and it kept costing me more money every year.

When I was introduced to Denise, The Tax Strategist, she caught up all four years, handled the penalties, and I ended up receiving 5 refund checks totaling $51,000.

That’s money I thought was gone.

The difference?

Strategy — not just filing.

— Zac Miller

Owner, Emerald ATM | Utah

"Before working with The Tax Strategist, I was honestly afraid to file my taxes. I thought I made too much and didn’t have my expenses tracked properly, which made me feel anxious every tax season.

After working with Denise, everything changed—she helped me shift my mindset and put a real system in place for tracking income and expenses.”