Our Story

"We integrate Taxes, Investments, Insurance and Estate Planning

in order to shield, protect and grow your wealth."

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Tax Planning

So you can pay less now and in the future to the IRS

Investment Planning

SO YOU CAN BE POSITIONED PROPERLY FOR YOUR FUTURE

Estate Planning

SO YOU CAN ENJOY THE PEACE OF MIND YOU DESERVE

Insurance Planning

SO YOU CAN PROTECT AND GUARANTEE INCOME

SHIELDING, PROTECTING, GROWING YOUR BUSINESS AND YOUR WEALTH

"Get behind the shield"

We believe that the old Financial Planning model is the problem and Wealth Coaching is the solution.

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 Rather than address your unique situation with an outdated, transactional approach focused on individual products, we specialize in helping you create a holistic financial strategy that can be adjusted along life’s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.

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Upcoming Event

With the beginning of 2015 behind us, the world is wondering:

Seating is limited, and reservations are required to attend. Please RSVP today by registering only! Hope to see you there!

Blogs & Articles

Chow Down

July 30, 2020

One of the delights of living in America is the variety of local delicacies that different places champion as their own. Maine’s lobster rolls […]

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WEEKLY UPDATE – JULY 27, 2020 “Never tell people how to do things. Tell them what to do and they will surprise you with their ingenuity.” […]

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Stocks See a Mixed Week

July 21, 2020

WEEKLY UPDATE – JULY 21, 2020   “Every action you take is a vote for the type of person you wish to become” – James Clear […]

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Contact Us

An approach that combines both individualized planning and hands-on execution. Learn more about The Wealth Training Academy by clicking here or contacting us at:

The Wealth Training Academy

201 Roper Creek Drive

Greenville, SC 29615

Phone: 864.297.6125

Fax: 864.297.6129

Email: info@wealthtrainingacademy.com

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