GET YOUR PERSONALIZED PATH TO ECONOMIC INDEPENDENCE

(when you only work because you want to,
not because you have to)

Why Wealth Factory?

Our entire success model is designed around producers—the entrepreneurs, high-income earners, and business builders who want to use money as a tool for freedom, not limitation.

Here’s how we do it differently:

  • Entrepreneur-Focused Strategy:  We don’t force you into cookie-cutter plans. We recognize the unique challenges of running a business, and we built Wealth Factory to help you thrive.

  • Cash Flow Optimization > Budgeting:  We replace restrictive budgets with a clear strategy to reduce taxes, cut unnecessary costs, and unlock hidden cash flow.

  • Your Personalized Financial Team:  From tax pros to legal experts, your team works together under one roof, so you’re no longer the go-between.

  • Implementation Meets Education:  You’re not left to figure it out alone. Your Wealth Architect leads the way with real-world guidance and a hands-on plan built for execution.

  • Financial Alignment:  Our approach isn’t just financial, it’s personal. We align your money with your Soul Purpose and Investor DNA, so every strategy supports the life you’re meant to live.

  • Legacy with Meaning:  You won’t just pass down money, you’ll pass down mindset, values and purpose. Through intentional planning, we help you create a living legacy that lasts.

Our Approach
A Proven Path to Financial Freedom

Unlike traditional financial programs, Wealth Factory takes a holistic approach. We integrate education, expert guidance, and community to ensure every client has the tools they need to succeed.

Customized Financial Blueprints

Personalized plans tailored to your goals.

Professional Network

Access to top-tier professionals in tax strategy, investment planning, and estate protection.

Supportive Community

Join like-minded individuals on the same journey.

Why This Works

(When So Much Else Doesn't)

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 doesn'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.

Trusted by thousandS of entrepreneurs and professionals

"The most critical change I have experienced is the mindset change and clarity in my financial future."

Koren Whitmire

WEALTH FACTORY MEMBER

"We’re getting results, and things are happening quickly. I couldn’t be happier!"

DR. DAN YACHTER

WEALTH FACTORY MEMBER 

"Wealth Factory teaches how to truly create wealth, financially and personally."

gary kadi

WEALTH FACTORY MEMBER

Get Started Today

01

STEP 1

Apply for your Personalized Wealth Architecture Blueprint

02

STEP 2

Book your 1-on-1 session

03

STEP 3

Begin coordinating your finances toward Economic Independence

Join The Movement

The Wealth Factory community is a hub of producers—business owners, innovators, and legacy-builders who are tired of conventional financial advice. If you’re ready to stop playing defense and start building real wealth, this is for you.

YOUR JOURNEY TO FINANCIAL PEACE STARTS TODAY

Take the first step toward clarity, confidence, and control of your finances.

We're here to help you at any stage or level of personal cash flow.

  • Ensure we're a great fit
  • Receive a personalized recommendation
  • Zero obligation
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