for entrepreneurs who pay themselves $250K+
You have seven advisors.And no architect.
One private conversation where we look at your entire financial machine — cash flow, taxes, insurance, investing, estate planning — and show you exactly where the money is leaking between the parts.
Apply for your session →
Eric Sullivan, Principal & Wealth Architect, on what happens in the session — and who it isn't for.
Rich is a number.Wealthy is a system.
You know how to make money. You’ve built a successful business or career. By most measures, you’re doing well.
But it doesn’t always feel that way. A major purchase still makes you hesitate. Spending today makes you wonder whether you’re putting enough aside for tomorrow. You earn more than you used to, but you expected to feel more financially secure by now.
And you haven’t ignored your personal finances. You have a CPA, insurance, investment accounts, and a retirement plan. Maybe real estate, a business entity, and a will you paid an attorney to prepare.
Each decision made sense at the time. But who taught you how they all fit together?
That’s what Wealth Architecture teaches you: how to understand your full financial picture, ask better questions of your professionals, and make decisions that support the life you want — today and in the future.
Five pillars.One architecture.
During your complimentary wealth session, we don’t review the parts one by one — your specialists already do that. We look at the connections between them, because that’s where wealth quietly leaks out.
Cash Flow
How money moves from the business to you, and whether it's directed or just spent.
Taxes
Planning that's engineered ahead of time, not just filed after the fact.
Insurance
The right coverage, in the right order, so one lawsuit can't undo years of work.
Investing
Whether what you own outside the business can ever replace what the business pays you.
Entity/
Estate Planning
Whether what you've built survives you, and your family knows how to run it.
Every part can look fine on its own, and the machine still stalls.
Thirty minutes.Four clear answers.
Which part is really holding you back
Usually not the one you'd guess. The loudest problem is rarely the most expensive one.
The two or three costliest connections
Where your tax structure, cash flow and protection are working against each other right now in order of cost.
What to fix first
A sequence where each fix makes the next one easier and cheaper instead of another product bolted on top.
Whether you need us at all
If there's a fit, we'll tell you what working together looks like, and what it costs. If there isn't, we'll say so.
Sometimes the answer is no. We'll tell you that too.
Simple. Private.Prepared.
Apply
Answer six short questions so we understand your engine before we ever speak. No documents needed.
2 minutesPick your time
If it looks like a fit, you'll go straight to the calendar and choose a slot that works for you.
InstantlyMeet a Wealth Architect
A focused conversation on Zoom. You'll walk away with your constraint, your leaks and your sequence whatever you decide next.
30 minutesFor owners who have the partsand want the machine.
We keep a limited number of sessions each week, so we're direct about who they're for.
A strong fit if you…
- Own a business or practice and pay yourself $250K+ a year
- Have most of your net worth still inside the company
- Already have a CPA, an attorney, maybe an advisor, and no one coordinating them
- Are past the survival stage, typically 3+ years in business
- Want a plan for what happens to the wealth, not just the income
Not the right time yet if you…
- Are at an early stage of your journey, and the business isn't consistently profitable yet
- Measure $250K in revenue, not personal income
- Are looking for stock picks or portfolio management
- Want a single tax trick rather than a system
“Rockefeller didn't have a better accountant than Vanderbilt. He had a system, and someone whose job was the system.”
An integration problem can't be solved by any specialist, because every specialist's job is one part. Your CPA isn't paid to look at your insurance. Your agent isn't qualified to redesign your entity.
What’s missing is the role that sits above all of them, seeing the whole machine, spotting the connections that work against you, and putting the fixes in the right order. The Architect who can show you how the pieces fit together, and teach you how to build lasting wealth.
That's what this session is.
People who have this conversationwith owners every week.
Eric Sullivan
Eric works directly with business owners on the financial decisions behind liquidity, cash flow, owner compensation, and long-term wealth, and hosts The Wealth Factory Podcast, on why high income and real wealth so often fail to move together.
Norm Westervelt
Norm leads Wealth Factory, helping successful business owners turn business income into a coordinated personal wealth strategy across owner compensation, tax planning, asset protection, and long-term wealth building.
Education first.Products never lead.
“I really appreciate that Wealth Factory focuses on education, not just selling financial products. The webinar was practical, easy to follow, and I walked away with specific steps I could actually apply to my own situation.”
Webinar attendee“I've been working with Wealth Factory for more than three years, and I still get value from both the free webinars and the sessions our coaches run inside Wealth Architecture. The education is consistently practical, relevant, and easy to apply.”
Wealth Factory client, 3+ yearsShow your engine to someone who canread the blueprint.
Six short questions, about two minutes. We use your answers to prepare, so the 30 minutes go to your machine not to small talk.
- ◆Complimentary — no cost, no compromise
- ◆Private
- ◆Your answers stay confidential
Before you apply
Is the session really free?
Yes. There's no fee and no obligation. We do it because the fastest way for you to judge whether we're worth working with is to watch us think about your situation.
Is this a sales call?
It's a working session, not a presentation. You'll leave with your constraint, your costliest connections and a sequence — whether or not you ever work with us. If there's a fit, we'll tell you plainly what working together looks like and what it costs. If there isn't, we'll say that too.
Will you replace my CPA or attorney?
No. Your specialists stay. Our role is the one above them — seeing how their work fits together and making sure every part of the machine is wired to the others.
What should I prepare?
Nothing formal. A rough sense of what you pay yourself, what you own, and who advises you is enough. If you want to go deeper, a recent tax return and a list of your policies help — but they're optional.
Why do you ask about income?
Because the session is built for a specific kind of machine. If you're earlier in the journey, we'd rather point you to resources that fit where you are than take 30 minutes of your time on something that isn't built for you yet.
They have anintegration problem.
Thirty minutes to see your whole machine from the outside — for the first time.
Apply for your session →Your family's fortune doesn't have to end with you.