WD Wealth Strategies is renowned as a financial firm that makes taxes disappear as if by magic but their overriding philosophy is simple: a proper financial foundation is built on wealth efficiency and tax strategies.
“Trust the unconventional. Trust the perspective. Trust the results.”
It’s not trickery or illusion at play here. Michael Enyart, a promising young professional from the company, shared their strategy, which revolves around legitimate and entirely legal methods of reducing tax burdens. The secret behind WD Wealth Stategies’s success lies in its sophisticated Intellectual Property (IP) strategy stacks that can be tailored to different clients’ financial situations and goals.
Justin Donald, known as ‘The Lifestyle Investor,” introduced Enyart to his mastermind group, who have all become devoted clients of WD Wealth Strategies. The firm provides unique services to solopreneurs, high-earning individuals, or those with portfolios valued at $5 million or more. They also help clients facing significant capital gains tax or personal life disruptions such as divorce or death.
The firm boasts over 350 different strategies stacked and custom-fit for clients. This level of personalization is no doubt responsible for the success of the founder, Will Duffy, who achieved financial independence at 40. Now, his team helps others pursue their own financial freedom.
At the core of their operations lies a deep respect for time. Enyart explains that most of us essentially work two out of five days to pay our taxes. WD Wealth Stategies’s goal is to reduce tax bills by at least half, effectively giving clients an extra day of free time every week. This innovative concept is just one of the many ways WD Wealth Strategies has differentiated itself in the market.
Most clients want more freedom – time for new ventures, philanthropy, spending time with family, health and longevity, and travel, among others.
One of the firm’s intriguing strategies is the “Ivy League tax-free college fund” that allows parents to hire their children, in a completely legal manner, for their business. The payment received can then be deposited into a tax-free vehicle, creating a fund that grows and provides tax-free withdrawals for future education expenses.
This is just one of the many methods that WD Wealth Strategies employs to not only save clients money but to create new opportunities for wealth accumulation and protection. Other techniques include using pre-tax private pensions and no-risk rental income strategies for solopreneurs or investing in sectors with high tax benefits for high-income earners.
With its innovative strategies and client-focused approach, WD Wealth Strategies is leading the way in wealth management. In the pursuit of financial freedom, time and money are intrinsically linked. The work of firms like WD Wealth Strategies demonstrates how creatively rethinking our financial strategies can free up both, allowing us to focus on the pursuits that matter most. Make sure you check out my whole podcast interview with WD Wealth Strategies here.