WealthAbility
WealthAbility
Education and training Tax and wealth services
Education and training Tax and wealth services
WealthAbility, strategically based in Tempe, Arizona, is a leading entity in tax-free wealth education. Originally designed as a broad-based network to deliver extensive educational resources, WealthAbility has refined its focus to impart strategic knowledge that empowers individuals, entrepreneurs, and investors. These strategies are designed to minimize their tax liabilities and enhance their capabilities for wealth accumulation.
WealthAbility was founded by Tom Wheelwright, a certified public accountant (CPA) whose profound expertise in tax strategies and wealth management has made him a leader. His vision was to establish a platform to promote financial independence through innovative and effective tax planning and wealth management techniques. Over the years, WealthAbility has guided more than 518,000 business owners, helping them apply advanced tax strategies that optimize their financial outcomes effectively.
Tom Wheelwright's notable contributions include:
His leadership role as CEO of WealthAbility Accounting Network was from 2018 to 2023.
His foundational role in crafting WealthAbility's educational resources is a commitment he has maintained since 2006.
The initiation of the TFW Advisors Tax Advisory Franchise in November 2023.
His influential advisory role within Robert Kiyosaki's Rich Dad advisory circle since 2012.
WealthAbility offers a comprehensive suite of educational materials aimed at helping clients maximize their financial potential while minimizing their tax liabilities. This suite includes:
Pioneering books authored by Tom Wheelwright, including "Tax-Free Wealth" and "The Win-Win Wealth Strategy," which explore effective wealth-building strategies.
The WealthAbility Show, a podcast hosted by Wheelwright, disseminates vital advice on achieving financial independence through tax efficiency.
The Wealth Evaluator is a freely accessible online tool that assists entrepreneurs and investors in assessing their financial health and planning their wealth-building strategies.
WealthAbility Live is a premium subscription service that delivers monthly expert insights on the latest tax-saving strategies and wealth-building techniques.
Alongside its educational offerings, WealthAbility is complemented by TFW Advisors, which provides specialized tax planning and wealth strategy services. These services are tailored to guide clients through the nuances of financial management, focusing on achieving the utmost tax efficiency.
TFW Advisors offers personalized wealth management solutions aligned with their clients' financial goals. They advocate a collaborative approach to investment, a strategy strongly supported by Tom Wheelwright. This involves forming a team of expert advisors who help clients make informed, strategic, beneficial, tax-efficient financial decisions.
As clients accumulate wealth, protecting these assets and planning for the future becomes paramount. TFW Advisors specializes in advising on establishing legal structures that safeguard assets from potential threats, ensuring long-term financial security. Additionally, the firm provides sophisticated legacy planning services that help clients effectively manage the transfer of their wealth to subsequent generations or charitable organizations, minimizing tax implications and maximizing legacy impact.
The operational ethos of TFW Advisors is built upon a set of core values that guide its mission and interactions with clients:
Financial Independence: Encouraging clients to achieve economic autonomy from traditional financial systems and institutions.
Educational Empowerment: Committing to providing clients with the tools and knowledge to successfully manage and apply tax and wealth strategies.
Integrity and Trust: Maintaining the highest ethical standards ensures that all strategies are transparent and yield beneficial outcomes.
The Tax-Free Wealth System, a comprehensive strategy formulated by TFW Advisors, covers all aspects of financial planning, from the initial tax planning to the creation of enduring legacies. This system emphasizes proactive tax strategies that save money in the short term and build and maintain wealth over the long term.
WealthAbility continues to offer an array of educational resources, including the insightful WealthAbility Show and various publications by Tom Wheelwright. These resources are crucial in disseminating valuable knowledge on effective wealth management and strategic tax planning.
In "The Win-Win Wealth Strategy," Tom Wheelwright outlines various investment strategies that benefit from tax incentives, targeting sectors like energy and technology. These strategies facilitate personal wealth growth and contribute positively to broader economic development.
In "Tax-Free Wealth," Tom Wheelwright provides an in-depth look at how strategic use of the tax code can foster significant investment and entrepreneurial ventures. He demonstrates how the tax laws are structured to encourage beneficial economic activities, aiding individual wealth enhancement and broader economic growth.
Though now more focused on educational ventures, WealthAbility has garnered widespread acclaim for its innovative tax and wealth management approaches, significantly reducing tax burdens for many clients. The organization's direction, theWheelwright's podcast, has also gained recognition, offering over 101 hours of invaluable financial guidance.
Through educational resources and the strategic guidance provided by TFW Advisors under Tom's leadership, the vision of enhancing financial literacy and empowering effective wealth accumulation continues to profoundly impact the economic landscape, ensuring that a growing number of individuals and businesses are equipped with the knowledge and tools necessary for financial success.