Chief Cash Flow Strategist
Bruce Wehner is the Chief Cash Flow Strategist and lead advisor for The Money Advantage. He leads a team of highly skilled and integrated financial professionals operating on a family office model, offering strategies in various areas, such as cash flow management, business development, investment planning, insurance solutions, Infinite Banking, permanent tax reduction, estate planning, and asset protection.
Together with his team, he provides invaluable guidance and ongoing support to navigate the complexities of wealth management and make informed financial decisions so you never have to worry about running out of money. With a focus on cash flow strategies, privatized banking, and alternative investments, he helps his clients secure their financial well-being and leave a lasting legacy for future generations.
Bruce ensures that all aspects of your financial life are considered, resulting in a well-rounded and personalized plan to help you achieve your goals. He is committed to cultivating long-term partnerships with his clients. As your trusted advisor, he will be there to provide ongoing support and guidance throughout your financial journey. By staying attuned to your evolving needs and adjusting strategies accordingly, Bruce ensures that he can effectively serve you both now and in the future.
As the Co-Host of The Money Advantage podcast, Bruce brings his extensive industry experience to the table, where he shares contextual insights, stories, depth, and wisdom.
Before his career in the wealth industry, Bruce spent 17 years as an educator and varsity head coach. During that time, he fostered his entrepreneurial spirit, drawing from his early experiences working in his father's service station and running a trapping business during high school. In 2002, Bruce ventured into full-time entrepreneurship as the owner of an automotive service and repair shop.
Since 2007, Bruce has immersed himself in the wealth industry, working with e3 Consultants Group and providing valuable resources to The Money Advantage since its establishment in 2017.
Bruce Wehner holds the distinction of being an Authorized Infinite Banking Practitioner with the Nelson Nash Institute. Not only does he teach clients how to utilize the Infinite Banking Concept, but he also applies these strategies in his own life. As a business owner, real estate investor, and the holder of multiple specially-designed whole life insurance policies, Bruce possesses hands-on experience in implementing and practicing Infinite Banking strategies.
Bruce Wehner is a lifelong learner who thrives on exploring cutting-edge material that explores the profound connection between mindset and financial decision-making. His dedication to expanding his knowledge base ensures that he remains at the forefront of industry developments, providing clients with the most innovative and effective financial strategies available.
(Kolbe: Fact Finder-6, Follow Through-5, Quick Start-5, Implementor-5)