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About
Services
Resources
- Market Report
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For Clients
- Wealth Shield Portal
- Charles Schwab Login

Talk With the Team

WTA MONTHLY NEWSLETTER

MARCH 2026

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The Wealth Training Academy, LLC is an independent affiliate marketing company that specializes in providing marketing, training, and coaching services for professional industries. WTA materials are designed for business owners, and pre-and post-retirees to learning, understanding, and taking back control of their business and personal wealth. WTA provides access to its educational materials and rents out its facilities and materials to other organizations and is not responsible for its use and content. WTA’s Tax Affiliate Division uses The Tax Advisory Group, LLC, which 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 Affiliate Division uses Idle Hill Advisors, LLC (IHAL), which is a SC Registered Investment Adviser firm. Certain appropriately licensed individuals are registered to offer Investments through Idle Hill Advisors, LLC. IHAL is not affiliated with any entities listed herein. 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. WTA’s Insurance Affiliate Division uses Insurance Made Easy, LLC. which 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 Affiliate Division uses Essential Estate Planning, with our attorney groups can help assist with various legal matters – all under one roof. The Wealth Training Academy themselves are not attorneys. WTA’s Business Affiliate Division uses Maximizing Value, LLC, which is an independent Personal and Business 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.

About

Our Story
Our Strategy
Contact Us

Services

Tax Services
Investment Services
Insurance Planning
Estate Planning/Legal Services
Business Coaching

Resources

Market Report
Assessments

Clients

Wealth Shield Portal
Charles Schwab Login

Talk With The Team