The Wealth Training Academy (WTA) was designed, engineered, and built out of necessity for the small to midsize business owners and the middle to upper-middle class individual families in American to help them take back control of their business and their personal wealth as they move from the world of accumulation to the world of distribution.
As a state-of-the-art systemized multi-family office, WTA integrates all the services and support one would need in the areas of taxes, investments, insurance, estate planning, and business coaching all under one roof.
Since 2005, The Wealth Training Academy (WTA) has saved our customers over $25 million in unnecessary taxes and hidden fees by utilizing our proven, personal CFO/True Wealth Coaching™ techniques and proprietary wealth management system — WTA’s Wealth Shield System™. When utilized together, these techniques and systems will help…
GROW your wealth so you can have peace of mind, all while allowing you to enjoy the things you want to do with your family, friends, and charities.
WTA has helped thousands of pre- and post-retirees and business owners create more time, freedom, and money by eliminating the fear, uncertainty, and doubt, (FUD) when it comes to exiting/retiring their job or their business with the lifestyle they wanted and dream of.
“You are going to exit/retire from your work or your business one day. So why not do it on your terms — in the most fun, safest, cost-effective, tax-efficient way possible?”
EVALUATION of your current financial picture and identification of your individual goals.
DESIGN a custom strategy that is specific to your unique needs.
IMPLEMENTATION of your full financial plan.
ASSESSMENT of your strategy over time, with ongoing monitoring and adjustments.
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Rather than address your unique situation with an outdated, transactional approach focused on individual products, we specialize in helping you create a holistic financial strategy that can be adjusted along life’s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.
