Announcement: My New Role As CEO of PhilanthroWealth

I am writing today to announce the finalization of a merger just executed between my company, Wealth DynamX, and PhilanthroInvestors. Having merged the two companies, I am now a partner in PhilanthroInvestors and its related companies as well as the CEO. This will all be consolidated under the brand PhilanthroWealth which has the purpose of creating a PhilanthroWorld that restores life essentials and promotes human welfare.

This fully aligns with and will further my mission and purpose of helping to create a world where the majority of wealth is controlled by good people who use it to make the world a better place.

In light of this exciting announcement, I want to give you a little bit of my background and how this merger came to be, as well as what the future looks like for me, my clients, and the PhilanthroWealth brand.

In 2012 I joined the financial services industry, at the age of 18.

I didn’t know anything about finances and I was so broke that I had to borrow money from my girlfriend to cover the cost of getting my insurance license.

I was always good at math, but truly, this wasn’t the reason I decided to enter this industry. Although I knew little to nothing about finances yet, the concept shared with me were simple. They made sense and they helped me and I immediately saw that if my parents had grown up with these concepts I was learning, life would have been a lot different for my family growing up. It was then that I made the decision that I was going to master finances, I was going to build a successful business in this industry, help lots of people and eventually become a millionaire and achieve financial independence.

I started with an extremely large and well-known company and eventually decided that I wanted to start my own firm. So, I began the process of doing that and after several years of learning and evolving, in 2017, I came up with the name Wealth DynamX and decided I was going to lead with financial education rather than financial services. You see, I noticed that many clients of this industry own lots of services, but they don’t know what they are, how they work and really are at full effect to their financial professional and the various financial institutions they own products with. Further, I began to study wealthy people who I knew and I noticed they really didn’t own many financial products. They focused on real assets and had a very simple wealth building model that was based on what the Top 1% of wealth have actually done throughout history. I realized they didn’t really use financial advisors. Often, they were their own advisor and to quote Warren Buffet “Wall Street is the only place that people ride to in a Rolls Royce to get advice from those who take the subway.”

Wealth DynamX became a 10+ year study and my own trial and error in identifying the strategies and tools the historical Top 1% actually used and using them myself to create similar results. And results is what it ultimately created. I published my book, The Blueprint to Financial Freedom, outlining all I had learned and been applying with my own finances and with my clients and followers. I became a millionaire in my mid-to-late 20’s, financially independent at the age of 31, and have been able to help thousands of people across the world over more than a decade in this industry.

However, one of the flaws that I encountered in all of this research and application was that while the strategies of the Top 1% were better than those offered by Wall Street and banks, they didn’t necessarily take into consideration the impact being made outside of financial returns. Let’s take real estate for example. Using leverage on rental properties is a favorite technique of the wealthy, but if we are honest, it contributes to inflation because money is being created out of thin air with a mortgage that relies upon the Fractional Reserve Banking system, it flows profits into the pockets of the very banks that enslave us, and it doesn’t really help the tenants but simply drains their pockets of rent while they struggle to get ahead financially. I was never excited or passionate about that.

Despite this, in 2022, my company really began to grow fast. I had no formal management or leadership training and I began to study under the Hubbard Management System on how to operate a business and really become a good CEO. While I am a fast learner, I definitely made my mistakes in the learning process, but I came out the other end of that experience being named a Top 100 Fastest Growing financial firm in the U.S. by the Inc. 5000 and being admitted into the National Small Business Association in Washington D.C. in 2023.

Throughout all of this, I met my best friend (aside from my wife), a man named Ivan Anz. Ivan founded a real estate company called Equity and Help, which is part of a network he also founded, called PhilanthroInvestors. For several years now, my clients and I have been PhilanthroInvestors and enjoying the benefits of owning real estate the same way the banks do and investing in other social impact ventures where we engage emotionally to promote human welfare and restore life essentials on the planet, while also earning a financial return.

I’ve had many talks with Ivan about working more closely together and the opportunity arose for me to merge with his companies and to become the CEO.

Now, I have to say, it is not easy merging your dream with someone else’s. I haven’t worked for someone else in over a decade and if you’ve spent almost 15 years building a company (or any creation for that matter) it is no small consideration to join with someone else in a partnership.

We did our due diligence, we had many hours of discussions and back and forth, and we came to an agreement that is a win for each of us, but more importantly, a win for our clients and for the world we want to make a positive impact in. The key to putting something together like this is alignment and I have not found another person or group that I have more alignment within my business ventures. You could say that Ivan and I are both stewarding each other’s dreams for our companies mutually.

PhilanthroWealth is a different breed of company. It carries the simple, true and applicable financial training and strategies that I created with Wealth DynamX, but takes it a step further by adding key partnerships with socially conscious companies that have assets and opportunities that do the very thing I’ve mentioned already in this article: to administer wealth with the aim of restoring life essentials and promoting human welfare.

For example, when I invest in real estate as a Housing PhilanthroInvestor, I am not simply buying properties to get someone else to pay my mortgage as a renter and give me passive income. I am creating homeowners. I am stabilizing the family unit across the United States. I am bettering neighborhoods. I am helping families create wealth through equity in their homes, and with families who wouldn’t be able to do so otherwise.

When I engage in Water PhilanthroInvesting, I am investing in a company that provides clean and accessible water to those who don’t have it. 6,000 children die daily from water-related diseases. More people die from unclean water than from war. I can invest in a system that solves that problem and where I also generate a financial return.

Money is a means to an end, not the end itself. And the end should be a better world, not just financial wealth. What matters more? Leaving money for our future generations? Or leaving them a better world along with it?

As the CEO of PhilanthroWealth, my battle cry is that we join together and do administer our wealth to restore life essentials and promote human welfare on this planet.

For some, this means getting trained in finances so you can get off the sidelines and solve bigger problems than keeping up with your debt payments and being paycheck to paycheck.

For others, this means building enough surplus wealth that you can contribute to this mission.

And for everyone, my aim is that you can participate in the PhilanthroWorld that we are creating.

I want to wrap up this announcement by quoting one of my mentors, Mr. Andrew Carnegie, America’s first billionaire and the father of modern Philanthropy:

“Surplus wealth is a sacred trust which its possessor is bound to administer in his lifetime for the good of the community.”

Yours in Purpose, Wealth & Freedom, Jerry Fetta

CEO of PhilanthroWealth

My mission in life is to help good people create more wealth who will in turn use it to restore life essentials and promote human welfare. Concepts like the one I am teaching about today are tools and education meant to help accomplish that aim. So, if you’re a good person who wants to join me in this mission, I can use all the help I can get. Email my team at [email protected].

If you’re a follower of mine and have not read my book The Blueprint to Financial Freedom yet, that is the place to start. This book covers the specifics for each level in the various chapters and you can grab the book for FREE as my gift.

Click here to get a copy!

Jerry Fetta is the CEO of PhilanthroWealth. He has achieved financial independence by the age of 31, built a multi-7-figure financial education and coaching firm, was named an Inc 5000 Top 100 fastest growing financial firm in the U.S. and is a nationally recognized financial expert featured in Forbes, Yahoo Finance, Fox, Chicago Weekly News, New York Finance, interviewed on hundreds of podcasts with world renowned experts, earning endorsements and affiliations throughout his career with names like Kevin O’Leary, Grant Cardone, Dave Ramsey, and Pamela Yellen.

Learn more at https://philanthroinvestors.com

(DISCLAIMER: The information in this content should not be considered tax, financial, investment, or any kind of professional advice. Only a professional diagnosis of your specific situation can determine which strategies are appropriate for your needs. Wealth DynamX can and does not provide advice unless/until engaged by you.)