The Wealth Training Academy
We Shield, Protect & Grow Your Retirement, Business & Wealth
You have a vision—now let’s turn it into a game plan. As your Personal CFO Wealth Coaches™, we take your vision and craft a customized personal retirement and business game plan. Then, your personal fiduciary wealth team puts the strategy into action, making the necessary adjustments to ensure you win your retirement game.
With WTA’s Wealth Shield System™, you have real-time access to every aspect of your financial world—taxes, investments, insurance, and estate planning—all at the click of a button. This system ensures you always know where you stand and when it’s time to make a move.
Tax Services
Shield
Whether you’re a business owner or an individual investor, our TAX SERVICES SHIELD offers proactive solutions that align with your financial goals for maximum efficiency and compliance.
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Investment Services
Shield
Our INVESTMENT SERVICES SHIELD provides personalized asset management with risk analysis and tailored strategies, diversifying across financial products for long-term growth and stability.
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Insurance Planning
Shield
From specialized Health and Life solutions to Medicare services, our INSURANCE PLANNING SHIELD ensures your wealth is protected, your costs are reduced, and your unique needs are supported.
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Estate Planning & Legal Services Shield
Preserve your legacy and protect your loved ones with our ESTATE PLANNING & LEGAL SERVICES SHIELD. We provide asset preservation, wills, trusts, powers of attorney, and specialized family law services to secure your long-term financial goals.
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Business Coaching
Shield
Offering full-service support for business owners, our BUSINESS COACHING SHIELD program ensures you have a personal and business game plan that shields, protects, and grows your wealth.
Learn MoreWorried About Your Retirement?
Market Mindset
Not Your Typical Market Report
With weekly articles providing timely insights on financial strategies and trends, Market Mindset helps you cut through the noise, stay informed, and make smarter decisions for your financial future.
Check out the latest post below:
The Tempest of Technology: When AI Invades the Isle of Wall Street
“I was the man in the moon when time was!1” Stephano said as he lorded over Caliban in Shakepeare’s The Tempest, not realizing the primitive islander’s acumen was far greater than he suspected. After the characters were shipwrecked on an island inhabited only by Caliban and a tree spirit, Caliban meets the drunken duo of the starry-eyed butler, Stephano and his jester-friend Trinculo.
Our Proven Process
The Wealth Shield System™
Identify the Gaps
Discover where you are and where you want to be.
Discuss the Gaps
Gap analysis to clarify and maximize growth.
Solve the Gaps
Implement WTA’s game plan and strategies.
Improve the Gaps
Continuously monitor and improve opportunities.
Our Mission
Transform Your Wealth Strategy
The Wealth Training Academy empowers hardworking families and business owners to take control of their financial future and maximize both their personal and business wealth.
Our WTA Personal CFO Wealth Coaches™ specialize in holistic financial strategies rather than outdated, transactional approaches. Our integrated team of tax professionals, investment advisors, insurance agents, and estate planning attorneys collaborate under one roof to create a seamless, customized wealth plan just for you. From retirement planning to business exits, estate strategies, and tax-efficient income planning, our approach ensures your financial journey fits together to align with all of your goals.
Since 2005, WTA and its affiliates have saved clients over $25 million in unnecessary taxes and fees through our proprietary Wealth Management System—WTA’s Wealth Shield System™.
