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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.

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.

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.

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.

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.

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.

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.