A message from our founder and ceo
Hello, Wealthpreneur!
If you are looking for an advisor to take your aspirations from ideas to reality, you are in the right place! I am passionate about helping Wealthpreneurs like you (private business owners pursing wealth accumulation) create their future.
For over 25 years, I have worked as a Trusted Advisor for highly successful entrepreneurs and high net worth families, including members of the Forbes 400. I realized that many of my high impact clients were struggling with similar issues. My experience as a Big Four global professional services partner and private consultant led me to develop a better way to serve my clients.
The Wealthpreneur 360 System helps owners of privately held companies, entrepreneurs, affluent families, and high net worth individuals solve issues like process complexity and lack of clarity, so you can multiply your results in less time.
David Thach, CPA, CEPA
The Wealthpreneur Advisor
Whether you are a budding entrepreneur or an established multi-business family, I would love to show you how Wealthpreneur 360 can be customized to meet your needs so you can grow your business and your wealth. We are based in Texas and serve Wealthpreneurs throughout the United States.
free up your time so you can focus on your life
We Speak Business Owner… and a lot more!
Learning the jargon of professional service providers like lawyers, bankers, and CPAs can be time consuming and frustrating. We speak professional services languages so you don’t have to! We speak Business Owner with our clients to ensure clear, efficient communication.
Whether you need advisory on a few specific areas or a Master Advisor to coordinate with other professionals, we can fill the gaps in your team.
The Wealthpreneur 360 System
David created The Wealthpreneur 360 System to solve the most significant challenges his clients faced. This system simplifies the complexities of wealth accumulation and illuminates a strategic path forward so you can achieve your goals.
Wealthpreneurs like you need a proactive or “windshield” posture, not the traditional reactive or “rear-view mirror” posture of most advisory services providers. Our approach combines business and tax strategies with ownership transition and long-term wealth accumulation objectives.
Our holistic, systemized method creates a flywheel effect from repeated synergistic decision making. Over time, these effects multiply your results, regardless of where you are in your Wealthprener journey.
We combine business, financial, and personal advisory so you can have the peace of mind that our comprehensive advice is directly aligned with your aspirations.
