
Our Vision
Bryan Lipsey is a Financial Strategist, educator, and founder of Wealth Transfer Solutions, LLC, where he empowers individuals and families to take control of their financial futures through strategies rooted in the Infinite Banking Concept (IBC) and generational wealth planning.
With a strong focus on serving individuals and families between the ages of 21 and 45, Bryan helps clients uncover money they are unknowingly or unnecessarily losing, eliminate debt, and create sustainable systems of wealth they can’t outlive.
As an advisor and partner with Practical Wealth Solutions, Bryan brings a holistic approach to financial education—bridging practical money strategies with long-term vision. His work centers on helping people build personal banking systems, access money when needed, and design legacies that outlast them.











