Traditional Financial Advice Wasn’t Built for High-Earners Like You.
Which is why it’s time for a
different approach
Here’s what to know before your Wealth Strategy Session:
Traditional Financial Advice Wasn’t Built for High-Earners Like You.
Which is why it’s time for a
different approach
Here’s what to know before your Wealth Strategy Session:
WHY MOST ENTREPRENEURS FAIL WITH TRADITIONAL ADVISORS
CPAs look backward – filing taxes, not creating strategy.
Advisors focus on products – investments they get paid on.
No integration –you’re left connecting the dots alone.
*At Wealth Factory, we don’t manage your money. We help you master it.*
Why Most Entrepreneurs Fail with TRADITIONAL Advisors
CPAs look backward – filing taxes, not creating strategy.
Advisors focus on products – investments they get paid on.
No integration –you’re left connecting the dots alone.
*At Wealth Factory, we don’t manage your money. We help you master it.*
The Wealth Architecture Advantage
Most financial firms focus on just one piece of the puzzle…like taxes, investments, or insurance. That’s like trying to build a house with only a hammer.
At Wealth Factory, we bring it all together through our 5 Pillars of Wealth Architecture:
Cash Flow • Taxes • Asset Protection • Investments • Estate Planning
That means we help you make everything work together through education, assistance, and coordination.
Our Wealth Architecture System is designed with YOU in mind:
Legacy-Driven Approach
Our Wealth Architecture system is focused on building wealth that lasts, aligned with your values, your Investor DNA, and your Soul Purpose.
The Wealth Architecture
Advantage
Most financial firms focus on just one piece of the puzzle…like taxes, investments, or insurance. That’s like trying to build a house with only a hammer.
At Wealth Factory, we bring it all together through our 5 Pillars of Wealth Architecture:
Cash Flow • Taxes • Asset Protection • Investments • Estate Planning
That means we help you make everything work together through education, assistance, and coordination.
Our Wealth Architecture System is designed with YOU in mind:
Legacy-Driven Approach
Our Wealth Architecture system is focused on building wealth that lasts, aligned with your values, your Investor DNA, and your Soul Purpose.
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.
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.
"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!"
Jim arnold
DDS
"We have had a phenomenal experience with the team. They have been right on top of everything since day one, helping us to reorganize our very crazy financial life. They have covered all of the bases, from estate planning to tax planning, accounting, investing, banking, insurance coverage, helping us to make sound business decisions, and connecting us with other really exceptional professionals who are helping us in even more areas."
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
"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!"
Jim arnold
DDS
"We have had a phenomenal experience with the team. They have been right on top of everything since day one, helping us to reorganize our very crazy financial life. They have covered all of the bases, from estate planning to tax planning, accounting, investing, banking, insurance coverage, helping us to make sound business decisions, and connecting us with other really exceptional professionals who are helping us in even more areas."
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
- Identify hidden cash flow savings
- Uncover unnecessary tax leaks
- Review risks, debt, and inefficiencies
- Align strategy with your goals & Investor DNA
- Create your Wealth Architecture blueprint
Bring your questions, your vision, and your goals. This is your chance to design a financial system that actually works for you today, tomorrow, and for generations to come.
We look forward to meeting with you in your upcoming 1-on-1 session.
- Identify hidden cash flow savings
- Uncover unnecessary tax leaks
- Review risks, debt, and inefficiencies
- Align strategy with your goals & Investor DNA
- Create your Wealth Architecture blueprint
Bring your questions, your vision, and your goals. This is your chance to design a financial system that actually works for you today, tomorrow, and for generations to come.
We look forward to meeting with you in your upcoming 1-on-1 session.
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.