Wealth Beyond Wall Street Reviews

About Wealth Beyond Wall Street

Wealth Beyond Wall Street, found online at WealthBeyondWallStreet.com, is a new personal financial guide which says they want to help people 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 says that this guide “encourages the use of methods such as entrepreneurship, real estate, and investing in yourself to grow your 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 experience with this company or their products, please leave your Wealth Beyond Wall Street reviews below.

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