SHIELDING, PROTECTING, GROWING YOUR BUSINESS AND YOUR WEALTH

#ShieldingYourWealth

We believe that the old Financial Planning model is the problem and Wealth Coaching is the solution.

At The Wealth Training Academy we view it as our responsibility to understand your long-term goals and dreams so that we can leverage our knowledge and experience to help you realize them. Rather than address your unique situation with an outdated, transactional approach focused on individual products, we specialize in helping you create a holistic financial strategy that can be adjusted along life’s journey to help you reach your destination.

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With the beginning of 2015 behind us, the world is wondering:

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An approach that combines both individualized planning and hands-on execution. Learn more about The Wealth Training Academy by clicking here or contacting us at:

The Wealth Training Academy

201 Roper Creek Drive

Greenville, SC 29615

Phone: 864.297.6125

Fax: 864.297.6129

Email: info@wealthtrainingacademy.com

Copyright © 2008 - 2025. The Wealth Training Academy. All Rights Reserved

The Wealth Training Academy, LLC is a Marketing & Training Firm designed to help business owners, as well as pre-and post-retirees, regain control of their business and personal wealth. WTA also rents the facility and materials out to other organizations.

WTA’s Tax Affiliate, The Tax Advisory Group, LLC, is an independent tax-reduction planning and preparation firm. Tax-related services are offered to help business owners and individuals create sound tax-planning strategies that are custom suited to their needs and objectives.

WTA’s Investment Advisory Affiliate, Idle Hill Advisors, LLC (IHAL), is a SC Registered Investment Adviser firm. Certain appropriately licensed individuals are registered to offer Investments through Idle Hill Advisors, LLC. IHAL does not offer tax, insurance, or legal advice. Past Performance is no indication of future results. All investments carry inherent risks and may not be suitable for everyone. To verify the registration of our investment advisory affiliate, Idle Hill Advisors, LLC, go to: www.adviserinfo.sec.gov/iapd.

WTA’s Insurance Affiliate, Insurance Made Easy, LLC, is an independent insurance firm. Certain appropriately individuals are licensed to offer Insurance through Insurance Made Easy, LLC. Insurance services offered are to help business owners and individuals create insurance strategies using a variety of insurance products custom suited to their needs and objectives.

WTA’s Estate Planning Affiliates are separately licensed attorneys who assist with various legal matters – all under one roof. The Wealth Training Academy themselves are not attorneys.

WTA’s Business Affiliate, Maximizing Value, LLC, is an independent Coaching, and Consulting firm. Services offered are to help business owners Maximize their Profits and Increase the Value of their companies while creating more time, freedom, and money for themselves and their families.

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