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We are a full service, national, cloud based Wealth Creation Firm. Our purpose is to produce financially educated and solvent families who achieve greater financial freedom in life and help share the truth about money with others around them.
Led by our Owners and Co-Founders, Jerry & Lexy Fetta, we helped clients across the country with everything from budgeting, to saving, to tax planning, and investing!
We believe that the mainstream financial services industry as we know it is outdated and illegitimate for the purposes of building true financial wealth.
At first look, we may seem and feel like a financial advisor, but there is a definite difference. Most are not aware of the difference between a Financial Advisor and a Family Office.
A Financial Advisor is a salesperson who works for someone else and has lots of licenses and pedigree who sells you financial products for a commission or fee.
A Family Office is owned, run, and staffed by the family. Financial services are determined by what's in the best interest of the family by the family. The problem is to be a Family Office, the average family needs a net worth of at least $10 million.
Wealth DynamX took the concept of the Family Office and made it accessible and affordable to anyone who desires control over their finances.
We like to say, we may seem like a financial advisor but we believe we are different and better!
For one, we believe finances are data oriented. Everything depends on your goals, your situation, and what's need to get you from where you are, to your goals. So we base all of our services off of understanding where you are and helping you get where you need to go based on what makes the most logical sense.
Secondly, we believe in correctly estimating your time frame. Too many people believe blindly that retirement is age 60 or 65. Well we don't want you retired, we want you FREE. And what if you want to be free sooner than age 65? It's possible, but that means each financial project in your life needs a timeline that aligns with your ultimate goal of financial freedom.
Third, we believe in the truth. The truth is not the most favored concept in the financial world. But here's the thing. If finances are data driven, what happens if the data is false? So we want the truth about your goals and situation, we provide the truth about the financial world around you, and we tell you the truth about what our services can and can't do.
Fourth, we believe in doing things in the right order. Everything in life has a method and order of importance. Finances are no different. So we help you understand what order to go in and what steps to take so you can simplify your life and stay more organized financially.
And lastly, we believe in focusing on what matters when it matters. If you're in massive consumer debt, we probably don't need to be talking to you about retirement accounts. If you're overpaying in taxes, having a conversation about insurance isn't going to help. We get right to the root of your financial goals and problems so we can solve them right away.
In summary, we are here to partner with you to help you achieve your wealth goals and ultimately financial freedom. We are similar to a financial advisor in the sense that we are going to work with you 1 on 1 with your finances, but we are different because of the 5 points above, but also don't like the IRS, Banks, & Wall Street very much so you won't hear us telling you to give any of them money.
But what's identical are your goals and our goals, because it is our goal to help you achieve yours.
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