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Wealth Factory

Address: 90 S 400 W #560, Salt Lake City, UT 84101, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Planning Personal Financial Assessment $500 - $1,000 Call to Book
Wealth Strategy Session $300 - $600 Call to Book
Legacy Planning $1,000 - $2,500 Call to Book
Tax Strategy Tax Review and Optimization $200 - $400 Call to Book
Tax Planning Consultation $500 - $800 Call to Book
Business Tax Strategy $1,000 - $2,000 Call to Book
Wealth Education Workshops Wealth Acceleration Workshop $250 - $500 Call to Book
Family Constitution Workshop $300 - $600 Call to Book
Financial Mindset Workshop $150 - $300 Call to Book
Investment Strategy Risk Assessment and Management $400 - $800 Call to Book
Real Estate Investment Guidance $600 - $1,200 Call to Book
Stock Market Investment Strategies $300 - $700 Call to Book

About this business

Financial strategy for entrepreneurs. At Wealth Factory, we construct a customized, holistic wealth blueprint for our client, from tax preparation to asset security to estate planning. Our finance experts aim to uncover the truth about the world of finance so that entrepreneurs can leverage what they already know (how to create income) to achieve financial independence. We're here to support entrepreneurs, business owners, and anyone who wants to make a difference in the world. Like most of our clients, we are entrepreneurs. Look, the rules of investing for entrepreneurs are different. But cash flow is being sacrificed because most entrepreneurs rely on Wall Street's historical investment models and universal recommendations handed down to the middle class. This can cost you millions of dollars, and some common investment advice is not only problematic but completely inapplicable to your life. To avoid critical errors that prevent business success and cash flow, we teach entrepreneurs the rules of the money game they’ve never been shown. How money works, how insurance works, how debt works, and how investing works. For them, the goal is to help them keep more of their money and create more monthly cash flow without having━-like most financial advisors and accountants━to restrict their lifestyle, budget, speculate, or increase sales.

Reviews Summary

The wealth factory has a reputation for helping families build a strong financial foundation. One of the clients has seen massive financial growth thanks to the company's strategic planning, financial monitoring, and tax planning services. Another client who has just completed Wealth Factory's wealth acceleration workshop has gained clarity about the path to financial independence. Many customers have appreciated the company’s financial discipline teachings that go beyond the financial markets. The majority of the client reviews focus on how the wealth factory's financial education helped them understand their financial values and objectives while the users have also written about enormous future savings after having their taxes reviewed and planned by the company. Many clients frequently note the organization’s assistance in family estate management and planning for future generations. In closing, wealth factory clients are grateful for the long-term wealth and financial education.shifts in financial and generational planning and acknowledge the company's financial education items.

Frequently asked questions

7 questions
What do Wealth Factory clients say about the work?
Clients frequently praise the team's expertise and personalized approach, highlighting the effectiveness of their financial planning and tax strategies. Many reviewers note the clarity and confidence gained from workshops, particularly the Wealth Acceleration Workshop and legacy planning sessions.
Does Wealth Factory offer tax strategy services, and what do clients think about them?
Yes, they provide tax strategy services, including tax review and optimization. Reviewers express gratitude for the significant savings achieved through their tax planning consultation and business tax strategy, often noting the team's thoroughness and expertise.
What services does Wealth Factory provide for financial planning?
Wealth Factory offers a range of financial planning services, including Personal Financial Assessment, Wealth Strategy Session, and Legacy Planning. Their comprehensive approach helps clients build a personalized wealth blueprint tailored to their entrepreneurial needs.
Can I attend a wealth education workshop at Wealth Factory, and what types do they offer?
Yes, they host wealth education workshops such as the Wealth Acceleration Workshop, Family Constitution Workshop, and Financial Mindset Workshop. Clients appreciate these workshops for the clarity and insights they provide on financial matters.
How does Wealth Factory help with investment strategy?
They assist with investment strategy through services like Risk Assessment and Management, Real Estate Investment Guidance, and Stock Market Investment Strategies. Clients report feeling more secure and informed in their investment decisions after working with the team.
Who leads Wealth Factory, and what is their expertise?
Wealth Factory is led by Garrett Gunderson, who is recognized for his expertise in personal finance tailored for entrepreneurs. His hands-on approach and the team's comprehensive knowledge are frequently highlighted by clients as pivotal to their financial success.
Where is Wealth Factory located?
90 S 400 W #560, Salt Lake City, UT 84101, USA

Location & directions

Salt Lake City, Utah
Wealth Factory
Address
90 S 400 W #560, Salt Lake City, UT 84101, USA
Hours
Closed Now
Wealth Factory Reviews · 4.4 average
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