The Wealth Training Academy LLC

Have only worked with Ed and his team for a little over a year - love their approach and professionalism. I left Fidelity after doing my own financial planning for many years.
Mar 29th, 2024

The people at the Wealth Training Acad are EXCELLENT! they carefully listen to your needs and desires and build a plan best for you . As fiduciaries they do what is best for you to achieve your goals. Having all your information in one location is very helpful. So glad I found this group several years ago
Jan 30th, 2024

I've really enjoyed working with the team at the Wealth Training Academy- I wasn't very knowledgeable about investing beforehand, but Ed, Brittney, and everyone there have been very helpful, patient, and kind to me. I really appreciate them taking the time to answer my questions, give me solid advice, and send me reminders when I need them. Their personal approach and knowledge base have given me so much peace of mind. They've helped me not only invest in my future but feel confident in the decisions I'm making now. Thanks guys!
Nov 26th, 2023

These guys are very knowledgeable. They showed me how to maximize our Social Security payout that was specific to our situation! This alone will make us a lot more money.
Jun 1st, 2023

The Wealth Training Academy Team has been doing an excellent job helping me with all my financial needs, retirement planning, estate planning, taxes for many years. It is nice to have it all at one place, and gives me a peace of mind knowing they are watching out for me and my families financial well being.
Apr 12th, 2023