Our Story

"We integrate Taxes, Investments, Insurance and Estate Planning

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

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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 Rather than address your unique situation with an outdated, transactional approach focused on individual products, we specialize in helping you create a holistic financial strategy that can be adjusted along life’s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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With the beginning of 2015 behind us, the world is wondering:

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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

Copyright © 2008 - 2020. The Wealth Training Academy. All Rights Reserved

The Wealth Training Academy, LLC is a Teaching, Coaching, Consulting, Marketing & Training Facility designed to help business owners, as well as pre- and post-retirees, regain control of their business and personal wealth. WTA also rents the facility out to other organizations and the utilization of its materials.

The Tax Advisory Group, LLC offers tax-planning and preparation services. Tax services offered are to help business owners and individuals create sound tax planning strategies that are custom suited to their needs and objectives.

Insurance services are offered through, Insurance Made Easy, LLC. Certain appropriately licensed individuals are registered to offer Investment Advisory Services through Sofos Investments, Inc. (Sofos), an SEC Registered Investment Adviser. Sofos is not affiliated with any entities listed herein. Sofos does not offer tax or legal advice and is not a certified public accountant.

The Wealth Training Academy in association with our attorney groups can help assist with various legal matters – all under one roof. The Wealth Training Academy themselves are not attorneys.

The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Sofos. This is for general information only and is not intended to provide specific investment advice or recommendation for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning past performance are not intended to be forward looking and should not be viewed as an indication of future results.