Wealth Factory

Wealth Factory

Founding Date
2014

Wealth Factory is a financial coaching and wealth architecture firm tailored for entrepreneurs and professionals. Since its founding in 2014, the firm has been helping you grow, protect, and maximize their wealth with strategies tailored to your individual goals. The firm combines personalized coaching, live bootcamps, on-demand learning, expert-led webinars, and access to a team of professionals to help build, protect, and grow your wealth.

ABOUT WEALTH FACTORY

  • Wealth Factory aims to manufacture economic independence for entrepreneurs by building a holistic wealth blueprint.

  • The firm consists of a team of financial professionals educating and working alongside hard-working individuals to optimize their personal finances and ultimately achieve economic independence. 

  • They integrate educational programs, personalized financial strategies, specialist implementation, and community support.


WEALTH FACTORY PROGRAMS

Designed for individuals seeking to improve their lives, circumstances, and finances in a group setting where they can be heard.

  • Wealth Navigator. 

Designed for individuals and early-stage business owners who seek a coach to accelerate their financial growth with advanced strategies.

  • Wealth Architecture. 

For successful business owners and high-income earners seeking one-on-one coaching and access to a team of professionals to optimize and scale wealth.


CORE SERVICES

  • Entrepreneur-Focused Financial Education & Coaching. 

Wealth Factory provides integrated learning and implementation via coaching, workshops, digital content, and peer community.

  • Holistic Implementation Team. 

The firm offers coordinated support with vetted specialists across asset protection, accounting, insurance, investments, and estate planning.

  • Customized Wealth Blueprint. 

The firm emphasizes personal Investor DNA, aligning financial solutions to individual strengths, risks, and values.