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The Wealth Training Academy

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Greenville, SC
The Wealth Training Academy

The Upstate's Premier Private Wealth Management Firm: Integrating Taxes, Investments, Insurance & Es

As the Upstate's Premier Private Wealth Management Firm, we offer strategic Tax, Investment, Insurance & Estate Planning to SHIELD, PROTECT & GROW YOUR BUSINESS AND YOUR WEALTH. We believe in hospitality, honesty and holistic solutions...and not having to drive all over town to find the quality service YOU deserve! At Edward Storer & Associates, our responsibility is to understand your long-term g

oals and values. Each day, we strive to leverage our knowledge and experience to help you realize your dreams! Rather than address your unique situation with an outdated & transactional approach, we specialize in helping you craft an individually tailored, adjustable & holistic financial strategy to help you reach your ideal destination.

04/28/2026

New research challenges old ideas of retirement.

04/21/2026

What is the point of retirement?

04/14/2026

Data shows retirement rarely follows a steady path.

04/07/2026

Retirement is for living, not just saving.

03/25/2026

7 quick questions. A few surprises along the way.

03/23/2026

If you need more time, filing an extension can help, but it’s important to understand what that actually means.

An extension gives you more time to file…
not more time to pay.

A little clarity now can help you avoid unnecessary penalties later.
(864) 297-6125 to talk to the team.

03/18/2026

A quick quiz to test the basics. No math required.

03/17/2026

🍀 Happy St. Patrick’s Day from your WTA Team! 🍀

Around here, we believe in preparation over luck.

Still, we feel pretty lucky… not because of chance, but because of the families we get to serve every day. We’ll keep doing everything we can to help you prepare, not just hope, for a confident future.

03/13/2026

At The Wealth Training Academy, we believe financial planning should reflect what matters most to you. For some investors, that includes the opportunity to align their wealth with their faith.

In this video, Scott explains our Christian Values Portfolio option, a strategy designed for investors who want their portfolio to better reflect their Christian beliefs while still pursuing long-term investment goals.

Our team created this option to provide clients with a thoughtful alternative for those who want their investment strategy to reflect their personal convictions.

If you are interested in learning whether this type of approach may be right for you, our team would be happy to talk with you.

Call our office at 864-297-6125 to learn more or visit our website www.wealthtrainingacademy.com

https://youtu.be/BoQl5cLztxM

At The Wealth Training Academy, we believe financial planning should reflect what matters most to you. For some investors, that includes the opportunity to a...

03/11/2026

Takes 2 minutes. Some answers may surprise you.

Address

201 Roper Creek Drive
Greenville, SC
29615

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.wealthtrainingacademy.com/

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