There’s a version of financial planning most people never get access to.
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.
For generations, that model has been reserved for the ultra-wealthy. If you didn’t have a seven- or eight-figure portfolio, nobody was offering you that kind of care.
We thought that was wrong. So we changed it.
The Wealth Training Academy was founded in Greenville, South Carolina, as a family business with a specific mission: to give hardworking middle-class families and small business owners access to the same quality of coordinated, comprehensive financial planning that wealthy families have always had, without the million-dollar minimums.
We’d seen too many good families do everything right — save diligently, build real wealth, run successful businesses — only to lose a significant piece of it in retirement through unnecessary taxes, poorly timed decisions, or financial strategies that were never designed to work together in the first place. Not because they weren’t smart. Because nobody ever sat down with them and looked at the whole picture.
That gap is the reason WTA exists.
Since 2005, our team has helped thousands of pre- and post-retirees and business owners navigate the transition from building wealth to living from it, and we’ve saved our clients over $25 million in taxes and hidden fees along the way.
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 FUD FACTOR (Fear, Uncertainty, and Doubt) 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.
Most financial relationships feel transactional— a product gets sold, a return gets reported, and you don’t hear much in between. That’s not how we operate.
When you work with WTA, you get a dedicated team that includes tax professionals, investment advisors, insurance specialists, and estate planning attorneys, all coordinating together around your specific goals and values. We call it your Personal CFO Wealth Team, and it functions like the financial equivalent of having a trusted family advisor who knows your whole story.
We start by understanding where you are and where you want to go. Then we build a strategy that connects every part of your financial picture. And we stay actively involved, not just at annual reviews, but whenever something in your life or the markets warrants a conversation.
Because the goal isn’t just to grow your wealth. It’s to make sure it works exactly the way you need it to when it matters most.
