Success Stories
Success Stories from the tax academy
Don’t just take our word for it—hear directly from advisors who have attended our workshops.
"I have spent six figures and countless days pursuing tax planning education all across the country. I have been to every conference and sat under every so called expert...I haven't learned anything...compared to what I learned in just a couple days spent with Brian Raleigh."
Barry Watts
Founder, WealthCare
Customer testimonials
This workshop transformed my approach to client relations.
"Learning the hundreds of thousands of dollars I am going to save...just for me personally being a business owner...The impact that is going to make for me is going to be millions of dollars just for myself in regards to the tax strategy...Head and shoulders above anything I have ever gotten before in regard to business owner training."
Brett Shunkwiler
President, Shunkwiler Financial
"A wealth of information. Absolutely a differentiator between us and everyone else swimming in our pond. Up to this point, I felt like one of a thousand advisors all trying to do the same thing...A lot to digest in a short period of time, but Brian explains it in a way where you can absolutely take away the majority of it."
Nathan Burks
Founder, Empowered To Retire
"Incredibly enlightening. I have been in the alt space for almost five years now but the strategies that they utilize on stacking not just alts but the rest of the things they found in the tax code that is assisting their clients in saving money has been huge. Multiple strategies that I will be able to take back and utilize with my clients to grow my business and to save them money."
Jon Lester
Financial Advisor, 25 Financial & Great Point Capital
"I have been in the financial service business about over 32 years. I can tell you I have been to a lot of workshops and a lot of different functions and this tax management that Brian put on was outstanding. It was top notch. I would highly recommend if you get a chance, come and see some of the strategies that are being use - you won't regret it!"
Tony Engrassia
Founder & Advisor, Wealth Management Strategies
"Brian Raleigh and the entire team at Raleigh Wealth Solutions put on an incredible event. Brian is a true thought leader in advanced tax planning. Great case studies at the event that can empower advisors to rapidly expand their value to high net worth clients and grow their business exponentially. This event was high value and high impact. I highly recommend it."
Daniel C. Goodwin
Provident Wealth Advisors,
Houston Texas
Houston Texas