Wealth Beyond Wall Street Reviews

Wealth Beyond Wall Street is a personal financial guide by entrepreneur Brett Kitchen which aims to help customers discover how to protect their investments from the next stock market crash.

How Does It Work?

According to their website, financial professionals Brett Kitchen and Ethan Kap realized that investing in the stock market simply wasn’t the best choice for all investors, specifically those investors who were nearing retirement and simply wouldn’t have the time needed to survive another market crash. 

They decided to create the Wealth Beyond Wall Street financial guide with the goal of teaching people how to bypass Wall Street, protect themselves from market volatility, reduce their taxes, and have more cash flow in their retirement. 

Their website states that the guide encourages the use entrepreneurship, real estate investing, and investing in oneself to grow wealth.

One of the strategies that they highly recommend to all their participants is Indexed Universal Life Insurance, and this guide will explain to everyone how this kind of policy will benefit them.  

Cost/Price Plans

Customers who are interested in ordering this financial guide will be able to do so at this time completely for free.

Their website says that Brett Kitchen and Ethan Kap are motivated to provide this information free of charge because they want to ensure that people are getting access to the best quality investment information possible. 

Refund Policy

Because Wealth Beyond Wall Street is currently being offered to their customers completely free of charge, they do not offer any sort of Refund Policy at this time as it isn’t necessary.

If you choose to follow the advice of this company and invest in a Universal Life Insurance policy, it is unlikely that you will be able to get a traditional refund of any of the fees you have paid, though some companies may offer a cancellation policy.    

Customer Service Contact Info

Customers who would like to contact Customer Service with any questions, concerns, or complaints can do so by phone at 800-393-2054 or by submitting them directly to their website through their Contact Us link.


This company and website is not the only one which provides customers with free informational materials to help them plan for retirement investments and is ultimate recommending Universal Life Insurance, which begs the question, is this really the safest investment that retirees can make?

The conventional wisdom regarding this question says: not exactly.

In reality, though Universal Life Insurance can be a useful investment that is safer than many other options, it is not necessarily the safest option available for retirees.

There are actually a significant number of factors that could come into play and could result in people losing the value of this investment.

Most financial resources strongly recommend that people work with a financial advisor if possible before deciding to invest in this kind of insurance policy. The reality is that there may be a variety of much safer options for retirement investment.  

Competitors and Alternatives?

As mentioned above, there are many different online resources that claim to be able to give retirees “the best” information regarding their retirement investments, but each and every investor is different and will want to speak to a financial advisor regarding their own personal goals and circumstances.    

If you have any experience with Wealth Beyond Wall Street or their products, please leave your reviews below.

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Wealth Beyond Wall Street Customer Reviews

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Brett and Wealth Beyond Wall Street is a scam.
March 22, 2022

Brett is a scammer, typical shady business dealing, exaggerated performance, and overtly self-hyped... without actually producing and or having any money.

Isn't that the definition of a scammer? Owes us money still and it is only a few thousand.

False leader offer
February 16, 2021
The offer for the free book is FALSE. Some kind of scam. Do not trust this company. If this is the way they act on the first offer, it would infer other false statements about their offerings for sale.

DouglasNadybal March 24, 2021

Well, they sent me the book for free. You are probably one of their competitors.

RicCarroll June 10, 2022

I am familiar with the IUL strategy and first read about it in Tax-Free Retirement. I have also seen the power of zero concept, as well. I have had an IUL for 11 years. The first ten years didn't see the significant growth that I now see.

If you are looking to only contribute for a few years, you will hate this product, but if you stick with it, it is actually amazing!! It provides me access to be my own hard money lender and I don't have to beg anyone to borrow money or even explain how I can pay it back.

I look forward to another 5-10 years when I will be able to take a tax-free monthly income for the rest of my life!