Our INVESTMENT SHIELD program seeks to anticipate long-term trends and position client portfolios to be proactive rather than reactionary. In today’s rapidly changing world marked by economic uncertainty, we believe that prudent investing requires a proactive approach to managing, growing, and preserving wealth.
The Wealth Training Academy approach to prudent asset management combines a high level of personal attention with access to an industry-wide universe of financial products and services, including customized portfolios, exchange-traded funds (ETFs), mutual funds, individual stocks, CDs, and Money Markets.
We design retirement strategies that balance growth and protection, helping you enjoy the lifestyle you’ve worked hard to build.
Our advisors craft investment plans tailored to your goals, risk tolerance, and timeline, ensuring your money works as hard as you do.
We actively manage diversified portfolios built around your unique objectives, offering transparency and disciplined oversight every step of the way.
Learn more about our Christian Values Portfolio.
We analyze your investment and management costs to identify ways to lower fees and improve your long-term performance.
We provide access to a full suite of investment products—from mutual funds to ETFs—selected to align with your goals and risk profile.
The Wealth Training Academy (WTA) essentially becomes your Personal CFO. We adhere to a disciplined investment planning process that includes the following steps:
At WTA, we conduct a thorough analysis to understand your risk tolerance and financial goals. We make use of our proprietary systems including the WTA Investment Risk Management Analysis, WTA Risk Number, and WTA Fee Reduction Analysis. These programs help us tailor our strategies to align with what matters most to you.
Together, we develop a personalized investment strategy tailored to your specific goals and circumstances, laying a solid foundation for your financial future.
We diversify your portfolio across various asset classes based on your investment style, mitigating risk and maximizing opportunities for growth in different market conditions.
At WTA, we conduct a thorough analysis to understand your risk tolerance and financial goals. We make use of our proprietary systems such as the WTA Investment Risk Management Analysis and the WTA Risk Number Fee Reduction Analysis. These programs help us tailor our strategies to align with what matters most to you.
Stay informed with our state-of-the-art client portal technology, providing you with real-time access to your investments, regular account statements, custom reports, and personalized review meetings to track progress and discuss future strategies.
WTA offers customized portfolios that are allocated to each individual client needs and goals, including a Christian Values Portfolio.
As an accomplished family or individual, you understand that wealth creates opportunities—but also brings complexity. The more you accumulate, the more challenging it becomes to make sound financial decisions that align with your personal, family, business, and philanthropic goals. The key is finding clarity amidst the complexity.
Life Planning is an ongoing process, not a one-time event. That’s why we maintain frequent and open communication with each client to accomplish three key objectives:
We provide guidance and strategic direction to help our clients live life on purpose. True leadership means helping you see the big picture and navigate the complexities of wealth with clarity and confidence.
We keep our clients informed while ensuring we stay in tune with their evolving circumstances—future goals, risk tolerance, market conditions, and family dynamics. Communication is the foundation that brings everything together.
We bring innovative, customized solutions to Life Planning, offering alternative perspectives and fresh ideas tailored to your situation. Success isn’t about following a template; it’s about crafting a plan that truly works for you.
Without a structured approach, wealth can feel overwhelming. Families are often burdened by stress, risk, confusion, procrastination, uncertainty, and complexity—all of which create unnecessary worry and hesitation. These challenges act as barriers to making confident decisions, leading to frustration and missed opportunities.
At The Wealth Training Academy, we turn that complexity into clarity by TIIE-ing it all together—Taxes, Investments, Insurance, and Estate Planning—so you can eliminate doubt and take control of your financial future. Our mission is to give you confidence in your financial future and legacy so that you may enjoy living life on purpose!
