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 Rather than address your unique situation with an outdated, transactional approach focused on individual products, we specialize in helping you create a holistic financial strategy that can be adjusted along life’s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

Tech Sector Slip Continues

September 22, 2020

WEEKLY UPDATE – SEPTEMBER 22, 2020   “There is a harmony in autumn, and a luster in its sky.”  – Percy Bysshe Shelley   The Week […]

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You Can Run, But….

September 17, 2020

The world of law enforcement lost a pioneer last week with the death of Gerald Shur. As a young prosecutor targeting what one member […]

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Stocks Continue Downward Slide

September 15, 2020

WEEKLY UPDATE – SEPTEMBER 14, 2020   “Education is the key to unlocking the world, a passport to freedom.” – Oprah Winfrey   The Week on […]

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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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Get instant access to Edward’s chapter of the book UNcommon and discover the 1/10th of the 1% rule and integrated wealth planning!