Break the
draining cycle
Of Overpaying on Taxes
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A FREE STRATEGY SESSION WITH A WEALTH COACH
FOR ENTREPRENEURS, BUSINESS OWNERS, AND HIGH-EARNING PROFESSIONALS
GET YOUR PERSONALIZED
FINANCIAL STRATEGY
BLUEPRINT
Education, Clarity, and a Game Plan That Aligns With Who You Are—Not Just What You Earn
Most high earners are given the same advice:
“Hand over your money to an expert.” They’ll ask about your risk tolerance, plug your answers into a model, invest your money (usually with a fee or commission baked in), and send you occasional updates.
But at Wealth Factory, we believe real wealth isn’t built that way.
We're not traditional financial advisors, and we don't act like them. We don’t manage your money. We don’t push products. And we don’t build one-size-fits-all portfolios.
We’re Wealth Architects—your lifelong partners in designing a financial life that aligns with your values, supports your vision, and creates lasting freedom and legacy.
Our Wealth Architecture™ Framework Helps You Gain Control Across All Key Areas:
Tax Strategy
Investment Planning
Retirement Preparation
Legacy Protection and Preservation
Here’s What Makes Us Different:
Traditional advisors manage money.
We help you master it by teaching principles, not pushing products.
They sell strategies built around accumulation and “eventual” retirement.
We build a roadmap toward Economic Independence, so you can live freely, with peace of mind, and pass down more than just money.
They rely on generic metrics like risk tolerance.
We start with your Investor DNA (your natural strengths, interests, and purpose) to shape a financial strategy that's fully aligned.
They focus on what’s in it for them.
We become your lifelong partners in wealth and freedom.
FOR ENTREPRENEURS, BUSINESS OWNERS, AND HIGH-EARNING PROFESSIONALS
GET YOUR PERSONALIZED
FINANCIAL STRATEGY
BLUEPRINT
Education, Clarity, and a Game Plan That Aligns With Who You Are—Not Just What You Earn
Most high earners are given the same advice:
“Hand over your money to an expert.” They’ll ask about your risk tolerance, plug your answers into a model, invest your money (usually with a fee or commission baked in), and send you occasional updates.
But at Wealth Factory, we believe real wealth isn’t built that way.
We're not traditional financial advisors, and we don't act like them. We don’t manage your money. We don’t push products. And we don’t build one-size-fits-all portfolios.
We’re Wealth Architects—your lifelong partners in designing a financial life that aligns with your values, supports your vision, and creates lasting freedom and legacy.
Our framework helps high earners gain clarity & control in the areas of:
Most high earners are given the same advice:
Traditional advisors manage money.
We help you master it by teaching principles, not pushing products.
They sell strategies built around accumulation and “eventual” retirement.
We build a roadmap toward Economic Independence, so you can live freely, with peace of mind, and pass down more than just money.
They rely on generic metrics like risk tolerance.
We start with your Investor DNA (your natural strengths, interests, and purpose) to shape a financial strategy that's fully aligned.
They focus on what’s in it for them.
We become your lifelong partners in wealth and freedom.
Our Wealth Architecture Program Helps You:
Take back control of your finances and decision-making
Create a proactive tax plan to legally reduce what you owe
Eliminate destructive expenses (without shrinking your lifestyle)
Build in protection before you scale so you can grow with confidence
Invest in alignment with your Soul Purpose and values
Design a legacy strategy so your wealth supports future generations
We Know
from the thousands of clients we’ve worked with...
Our Wealth Architecture Program Helps You:
Take back control of your finances and decision-making
Create a proactive tax plan to legally reduce what you owe
Eliminate destructive expenses (without shrinking your lifestyle)
Build in protection before you scale so you can grow with confidence
Invest in alignment with your Soul Purpose and values
Design a legacy strategy so your wealth supports future generations
We Know
from the thousands of clients we’ve worked with...
That when you make decisions based on guidance, understanding, and your unique goals, you set yourself up to achieve the financial outcomes you truly deserve.
At Wealth Factory, our mission isn't to make decisions for you; it's to help educate you so that you are empowered in every aspect of your finances. That’s where true change and financial growth begin.
who should apply?
Who We Work With
We work 1-on-1 with entrepreneurs, creators, and high-income earners who are ready to:
- Lower their tax burden without cutting corners
- Build wealth without sacrificing lifestyle or fulfillment
- Protect their business and assets as they scale
- Stop relying on guesswork and get a clear financial roadmap
-
Create a legacy strategy that reflects their values—
not just net worth
who should apply?
Who We Work With
We work 1-on-1 with entrepreneurs, creators, and high-income earners who are ready to:
- Lower their tax burden without cutting corners
- Build wealth without sacrificing lifestyle or fulfillment
- Protect their business and assets as they scale
- Stop relying on guesswork and get a clear financial roadmap
- Create a legacy strategy that reflects their values—not just net worth
What Happens When You Apply?
Once your application is reviewed and accepted, we’ll pair you with a dedicated Wealth Architect, who is trained to see the full picture of your financial world.
Together, you’ll walk through the 5 Pillars of Wealth Architecture and how they apply to you.
This isn’t a sales pitch or a “tax tip” session.
It’s a high-level conversation about how to align your finances with your mission, and create a path to Economic Independence that supports both your lifestyle and your legacy.
Our Wealth Architecture Program Helps You:
- Regain control over your financial decisions
- Legally reduce taxes with proactive planning
- Eliminate inefficiencies without shrinking your lifestyle
- Build a protection plan so you can scale with confidence
- Invest in ways that match your Soul Purpose
- Create a living legacy rooted in clarity, values, and long-term vision
We’ve worked with thousands of purpose-driven business owners. And the pattern is clear:
When your financial life reflects who you are (not just what you do), your outcomes improve, your confidence grows, and your wealth becomes a tool for lasting freedom.
Traditional financial advice is one-size-fits-all, but Wealth Factory is built differently.
Being an entrepreneur can feel like a lonely road...
but it doens't have to be.
Managing cash flow, taxes, insurance, investments, and estate planning often pulls you away from actually growing your business—and the options can feel overwhelming. That’s why we built Wealth Architecture: a coaching program designed specifically for entrepreneurs and high-income professionals.
Our process combines expert training with hands-on coaching and access to licensed professionals who help you understand your choices and implement YOUR own financial game plan based on YOUR goals.
We’re not here to take your money and invest it for a fee—we’re here to teach you how to make your money work for you, in a way that fits your situation and goals. We want you to understand your options, and chose what is best for YOU.
With our guidance, you’ll gain clarity, confidence, and the tools to navigate the maze of financial management—so you can focus on running your business and building the life you want.
What Happens When You Apply?
Once your application is reviewed and accepted, we’ll pair you with a dedicated Wealth Architect, who is trained to see the full picture of your financial world.
Together, you’ll walk through the 5 Pillars of Wealth Architecture and how they apply to you.
This isn’t a sales pitch or a “tax tip” session.
It’s a high-level conversation about how to align your finances with your mission, and create a path to Economic Independence that supports both your lifestyle and your legacy.
Our Wealth Architecture Program Helps You:
- Regain control over your financial decisions
- Legally reduce taxes with proactive planning
- Eliminate inefficiencies without shrinking your lifestyle
- Build a protection plan so you can scale with confidence
- Invest in ways that match your Soul Purpose
- Create a living legacy rooted in clarity, values, and long-term vision
We’ve worked with thousands of purpose-driven business owners. And the pattern is clear:
When your financial life reflects who you are (not just what you do), your outcomes improve, your confidence grows, and your wealth becomes a tool for lasting freedom.
"Wealth Factory does an amazing job of sharing their knowledge. They have brought pieces of the puzzle relating to wealth, sole purpose and building your business all together.
They encompass every area of finance and help you to understand how to enrich all those pieces of the puzzle so that you have a successful, fulfilling and happy life."
Melanie Crandall
Ryan Chadek
CEO, Digital Visions
CJ AND MICHELLE VARNEY
CEO, Cornerstone Services
"Wealth Factory helped us get a retroactive tax refund of $37,000 and will help us save $23,500 on our tax bill every year going forward. It’s been the greatest investment we have ever made in ourselves. They helped us discover our soul purpose, gain security and peace of mind, and renewed our passion for success. Within the first 8 months we saw 130% growth in our business, and for every dollar invested into Wealth Factory we have had a 900% return."
Stefan and Lauren Zollinger
Wealth Factory Program
"As an employee, I wasn’t sure if Wealth Factory would help me, but we are thrilled with the results we are getting. First, they helped us get financially organized. Then, they showed us how to build wealth on our current income... This program has finally given us peace of mind when it comes to our finances. So if you’re thinking about working with Wealth Factory — don’t put this off. Just get into this program today. You won’t be sorry."
more success stories from our clients
CUSTOM JAVASCRIPT / HTML
Ready to Build Your Financial Blueprint?
This strategy session is your first step. Whether we become lifelong wealth partners or not, you’ll walk away with uncommon clarity, an assessment of where you are, and a blueprint designed to help you move forward with purpose.
"Wealth Factory does an amazing job of sharing their knowledge. They have brought pieces of the puzzle relating to wealth, sole purpose and building your business all together.
They encompass every area of finance and help you to understand how to enrich all those pieces of the puzzle so that you have a successful, fulfilling and happy life."
Melanie Crandall
Ryan Chadek
CEO, Digital Visions
"Wealth Factory has been instrumental in helping my wife and I develop a plan for financial independence and truly maximize our human life value. I sleep better at night knowing we have a solid financial strategy that doesn't rely on gambling with the stock market. What I'm most excited about is the chance to pass along our values to future generations; to give them the opportunity to succeed and hopefully leave a legacy of impact. I'm so grateful we connected with this company. Thanks Wealth Factory!"
CJ AND MICHELLE VARNEY
CEO, Cornerstone Services
"Wealth Factory helped us get a retroactive tax refund of $37,000 and will help us save $23,500 on our tax bill every year going forward. It’s been the greatest investment we have ever made in ourselves. They helped us discover our soul purpose, gain security and peace of mind, and renewed our passion for success. Within the first 8 months we saw 130% growth in our business, and for every dollar invested into Wealth Factory we have had a 900% return."
Stefan and Lauren Zollinger
Wealth Factory Program
"As an employee, I wasn’t sure if Wealth Factory would help me, but we are thrilled with the results we are getting. First, they helped us get financially organized. Then, they showed us how to build wealth on our current income... This program has finally given us peace of mind when it comes to our finances. So if you’re thinking about working with Wealth Factory — don’t put this off. Just get into this program today. You won’t be sorry."
more success stories from our clients
CUSTOM JAVASCRIPT / HTML
LAST CHANCE!
Ready to Build Your Financial Blueprint?
This strategy session is your first step. Whether we become lifelong wealth partners or not, you’ll walk away with uncommon clarity, an assessment of where you are, and a blueprint designed to help you move forward with purpose.
Wealth Factory, LLC® | All Rights Reserved
Disclaimer and Waiver -Wealth Factory, LLC®, its owners, officers, directors, employees, subsidiaries, service providers, content providers and agents (referred to as 'Wealth Factory') are not financial or investment advisors and not licensed to sell securities or investments. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement, of any company, security, fund, or other offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information contained herein is at your own risk. The content is provided 'as is' and without warranties, either expressed or implied. Wealth Factory does not promise or guarantee any income or particular result from your use of the information contained herein. Under no circumstances will Wealth Factory be liable for any loss or damage caused by your reliance on the information contained herein. It is your responsibility to evaluate any information, opinion, advice or other content contained. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, or other content.