At This Level, Income Isn’t the Problem. Structure Is.
For entrepreneurs and high-performing professionals earning $250K+ who want clarity, control, and intentional direction across their financial life.
CLIENT PROFILE
Who We Serve
Business Owners
Established entrepreneurs with companies generating at least $1,000,000 in annual revenue who seek sophisticated strategies for wealth preservation, tax efficiency, and succession planning.
High-Earning Executives
W-2 professionals with personal income exceeding $250,000 annually who require advanced planning for equity compensation, executive benefits, and wealth acceleration.
Growth-Minded Leaders
Individuals who recognize that traditional financial advice is insufficient for their complex wealth scenarios and seek a strategic partner with proven expertise in high-net-worth planning.
OUR APPROACH
The Wealth Factory Framework
Our proprietary methodology addresses the multifaceted challenges of building and preserving substantial wealth. We integrate tax strategy, asset protection, and legacy planning into a cohesive architecture tailored to your unique circumstances.
01
Tax Optimization
Strategic structuring to minimize tax liability through entity selection, timing strategies, and advanced planning techniques.
02
Asset Protection
Sophisticated frameworks to safeguard your wealth from litigation, creditors, and unforeseen circumstances.
03
Wealth Acceleration
Systems designed to improve cash flow, reduce inefficiencies, and structure capital for proper reinvestment.
04
Legacy Structuring
Multi-generational planning that ensures your wealth serves your family's long-term objectives while minimizing transfer costs.
OUR PROCESS
The Consultation Journey
01
Initial Assessment
We begin with a comprehensive evaluation of your current financial architecture, identifying inefficiencies, vulnerabilities, and opportunities. This diagnostic phase establishes the foundation for our strategic recommendations.
02
Strategy Development
Our team constructs a customized wealth framework addressing your specific circumstances, goals, and risk tolerance. This blueprint integrates tax planning, protection strategies, and growth initiatives into a unified roadmap.
03
Implementation
We provide the tools, resources, and trusted professionals needed to implement each strategy. Existing professionals may execute on your behalf, or we can refer you to the right specialist.
04
Ongoing Optimization
We provide ongoing strategic guidance as life, markets, and regulations change, ensuring your wealth architecture remains adaptive and resilient.
IMPORTANT DISCLOSURE
Who This Isn't For
Those seeking quick fixes or shortcuts to wealth building
Individuals unwilling to implement strategic recommendations
Business owners generating less than $1M in annual revenue
W-2 professionals earning below $250K annually
Those looking for passive investment management without comprehensive planning
Individuals seeking traditional financial advice rather than strategic wealth architecture
EXPECTED RESULTS
What Our Clients Achieve
Tax Efficiency
Systematic reduction in tax liability through strategic entity structuring, timing optimization, and advanced planning techniques that preserve more of what you earn.
Accelerated Growth
Frameworks that align investment decisions with your Investor DNA, supporting consistent, long-term wealth growth while eliminating financial inefficiencies.
Strategic Clarity
Comprehensive understanding of your complete financial picture, empowering confident decision-making and eliminating the fragmentation of working with disconnected advisors.
Protected Assets
Comprehensive safeguards that shield your wealth from potential litigation, creditor claims, and unforeseen risks while maintaining accessibility and control.
Generational Legacy
Multi-generational wealth transfer strategies that minimize estate taxes, provide for heirs responsibly, and ensure your values endure beyond your lifetime.
Peace of Mind
The confidence that comes from knowing your wealth is structured optimally, protected comprehensively, and positioned to serve your long-term objectives.
CLIENT SUCCESS STORIES
Trusted by Clients
★★★★★
"Fantastic group of people. Very genuine. I appreciate the holistic approach to wealth generation. It’s not just a one-trick pony, the journey consists of an entire blueprint, based on your personal situation. Setting yourself up for success takes time and effort, this is the place to go when you need that guidance to make sure you’re doing it right! Also, I’m always wary of scams when looking at companies like this...so I did my research. They’re the real deal and everyone truly wants to help."
★★★★★
"Fantastic group of people. Very genuine. I appreciate the holistic approach to wealth generation. It’s not just a one-trick pony, the journey consists of an entire blueprint, based on your personal situation. Setting yourself up for success takes time and effort, this is the place to go when you need that guidance to make sure you’re doing it right! Also, I’m always wary of scams when looking at companies like this...so I did my research. They’re the real deal and everyone truly wants to help."
★★★★★
"Wealth Factory has been amazing to me and my family, particularly the architecture program. The one-on-one coaching was highly personalized and directed to achieving real outcomes to recapture cash flow while developing strong legacy planning for my family. Whether you’re an entrepreneur or an employee with an entrepreneurial mindset, the program and content will help you. It’s an investment I do not regret."
★★★★★
"I’ve been working out with Wealth Factory for six years, and not only do I lift heavy now, but I also lift others in my community. Wealth Factory got me started with the very basics, from developing a strong foundation of becoming my own bank to living inside my own businesses! Over time, I built the muscles to take on more compound movements for creating wealth. My ROI with Wealth Factory is 273.8% (24.2% annualized), and I’m just getting warmed up."
★★★★★
"Wealth Factory has been such a game changer for me. Since I joined, I have noticed a considerable increase in my business and finance goals, and an increase in my confidence to take big leaps. I think it has to do with having the support of my Wealth Architect and the team of professionals they bring to the table. I know the people at Wealth Factory genuinely want me to succeed and go out of their way to help so that I can. I feel so grateful to have found this place."
NEXT STEPS
Ready to Elevate Your Wealth Strategy?
If you meet our qualification criteria and are prepared for a comprehensive strategic engagement, we invite you to schedule a confidential consultation. Our team will assess whether our framework aligns with your circumstances and objectives.
Frequently Asked Questions
Who is Wealth Factory best suited for?
Wealth Factory is designed for founders, business owners, and professionals who earn $200k+ personally and operate businesses generating $1M+ annually.
Our clients already earn well. They come to us for structure, clarity, and long-term certainty rather than basic financial education or short-term tactics.
If your financial world has become more complex as your success has grown, this is likely a strong fit.
Is this financial advice?
No. Wealth Factory is not a traditional financial advisory firm.
We operate as a strategy-first wealth architecture firm, helping clients design a cohesive financial structure before any tactics, products, or recommendations are considered.
Where regulated advice is required, we coordinate with qualified professionals within your existing advisory team or through our accredited network.
How is this different from working with a CPA or financial advisor?
CPAs and advisors typically optimize one area of your financial life.
Wealth Factory focuses on the entire structure.
Our role is to align tax strategy, cash flow, asset protection, and long-term planning under one intentional framework so decisions reinforce each other instead of working in isolation.
We do not replace your advisors. We give them a clear strategic blueprint to work from, which makes their efforts more effective.
Do you sell financial products or investments?
No.
Wealth Factory does not sell investments, insurance, or financial products.
This allows us to remain completely objective and focused solely on strategy, structure, and outcomes without product bias or conflicts of interest.
What happens during a Private Strategy Review?
The Private Strategy Review is a focused diagnostic conversation.
We review your current financial structure at a high level to identify:
- Areas of inefficiency or exposure
- Structural gaps or misalignment
- Whether Wealth Factory is the right fit for your situation
There is no pressure and no obligation. The goal is clarity, not a sales pitch.
How long does it take to implement the Wealth Architecture framework?
Implementation happens in phases.
The initial Wealth Architecture design is created early, once we understand your income, assets, tax exposure, and objectives. From there, elements are implemented in a deliberate sequence based on priority and impact.
Some changes happen quickly. Others are implemented over time as structures are put in place and refined. The focus is precision and long-term effectiveness, not rushing decisions.
How do I know if this is the right fit?
If you are earning well but feel your financial strategy could be sharper, more integrated, and more intentional, it is worth exploring.
The Private Strategy Review exists to assess alignment on both sides and to determine whether working together makes sense.
If it is not the right fit, we will tell you.
90 S 400 W, #560, Salt Lake City, UT, 84101, USA
Disclaimer: Wealth Factory, LLC® is not a financial, investment, tax, or legal advisor and is not licensed to sell securities. The information provided is for educational purposes only and should not be relied upon as professional advice or as an offer to buy or sell any investment. All content is provided “as is,” without warranties or guarantees of income or results. You assume full responsibility for your use of this information, and Wealth Factory is not liable for any losses or damages. Always consult qualified professionals before making financial or investment decisions.