What Is A Wealth Agent?

And Why You Should Be One Make An AppointmentAbout Me

The Wealth Agent Certification Program

Each Wealth Agent™ is trained to provide specialized knowledge on how to create clearly defined highly achievable and date specific real estate-based retirement plans. They do not provide stock, bond or annuity investing advice. They are trained to understand how, and can explain why, the vast majority of stock investors will fail to accomplish their wealth building and retirement planning goals.  They become highly skilled real estate professionals that can create and implement real estate-based wealth building and retirement plans.

Active Vision, Strategy, & Roadmaps to Reach Goals

Wealth Agents show people how and why their current stock-based plan will fail.  Wealth Agents then show their clients how real estate-based wealth building and retirement plans will accomplish their goals with less money invested.

Securing Financial Futures 

Our Wealth Agent Advisors will enjoy the peace of mind in knowing that they can and will change the financial futures of everyone they know and meet.

I Also Give Hands-On Workshops & Talks

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Brad

CEO, Divi Corner

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Jessica

CEO, Extra Space

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Tyler

CEO, Monarch Inc.

Disclaimer:

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly on this website, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained on this website serves as the receipt of, or as a substitute for, personalized investment advice from Wealth Agent Advisors. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. A copy of our current written disclosure statement discussing our advisory services and fees is available for review upon request.