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 Rather than address your unique situation with an outdated, transactional approach focused on individual products, we specialize in helping you create a holistic financial strategy that can be adjusted along life’s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

WEEKLY UPDATE – JULY 13, 2020   “The longer I live, the more I realize the impact of attitude on life.” – Mark Twain     […]

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WEEKLY UPDATE – JULY 6, 2020     “I like to see a man proud of the place in which he lives. I like to see […]

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  WEEKLY UPDATE – JUNE 29, 2020   “Those who dream by day are cognizant of many things which escape those who dream only by night.” […]

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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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