We don’t want you to be boxed in by your finances any longer.
You work hard for your business and your family, and your earnings should count for something.
We understand where you’re coming from. Family and legacy is important to us too. We have our own wealth and tax strategy and the whole family is invested in the business.
Rudy started InventWealth in 2016. He was inspired to make a difference when he noticed how most people expect to work for someone else, put away for retirement, and hopefully have something to show for it in 20-30 years. Rudy believes that life is whatever you want it to be at anytime you want it to be, and no one needs to wait to reach their goals.
Diana loves being able to contribute to the world by helping clients save more money. She originally considered becoming a doctor and has a true helper’s heart. She helps clients save money so they can retire early, be healthy and wealthy, and contribute back to society. She knows that accounting has a great impact and that there is a story and a future behind all those numbers.
Most importantly, it can mean leaving a legacy for your children.
Never thinking “is this actually possible?” or “can I really do this?”
We’ll give you the structure you need to confidently build wealth and realistically make this happen.
You know you’re already scratching the surface, and you could be doing more.
We want to open your eyes to a new way of thinking about the tax strategies you’ve read about in books. You’ll see how to apply them to your life and make an impact on your family’s future.