TWI Logo

Become the advisor wealthy families are looking for.

Join our 16-week, expert-led journey to a consistent upmarket practice and bring in a new HNW or UHNW client by the end of the program.


The value Heath can provide to a financial advisor...I haven't seen it anywhere else.

— Thomas Acerra, Avail Wealth Group

You're building a thriving practice, but you feel like there's more.

Working with middle-class families and retirees can be rewarding, but you want to go to the next level.

You want to know what it takes to break into the HNW market.

Maybe you've even booked a few meetings with wealthy prospects, but in the end, they gave their business to someone else.

It can be frustrating and demotivating.

And while you're still winning new accounts, there's one question that keeps nagging at you:

"Why can't I close business with HNW clients?"

If only you could see behind the scenes when these deals are getting done.

  • What exactly is being said?
  • What products and solutions are being offered?
  • How are major objections being overcome?
  • What's the "secret sauce" that big clients are looking for?

I get it.

We all want the dream of working with wealthy clients, but it's tough knowing where to start.

You think, "How are these other advisors doing it? Where are they meeting these people? What do they have that I don't?"

After all, you're intelligent. You're personable. You're hard-working. You understand the markets. What more do you need?


There's one thing on the minds of most wealthy people more than anything else when it comes to their money.

And as crazy as it sounds, it's the one thing most advisors never learn to talk about.


Winning business from HNW clients isn't as difficult as you think.

Do you know what most affluent people have in common?

Their wealth is tied to real estate and/or business ventures.

Both come with serious tax implications.

The problem is that it's very difficult for these people to find help understanding and implementing solutions that mitigate their tax liabilities.

This creates a huge opportunity.

If you become competent at tax strategy, you set yourself apart from virtually every competitor.

And yes, that includes the big brokerages.

If you start prioritizing tax strategy when talking with wealthy clients, you're speaking right to their biggest pain point.

And that opens the door for you to manage their money.

Tax strategy is the key to the door of the HNW community.

The majority of financial plans that win HNW business include tax strategy.

How would it feel to...

  • Be the first phone call for affluent families when they need financial advice?
  • Stand out from the crowd of advisors fighting for the attention of HNW prospects?
  • Get a steady stream of referrals in HNW circles?
  • Bring more to the table than just investment strategies?
  • Have more freedom with your time and resources?
  • Make more while working with fewer clients (quality over quantity)?

We help you become the strategic problem solver HNW families want on their team.

I have gone from closing $5 million of new business annually to $30+ million.

— Bryan Hamer, Accurate Advisory Group

Introducing the Master Advisor Program.

A 16-week, white-glove experience that takes you through the complete acquisition of a real HNW or UHNW client.

The Tax Strategy Masterclass

Master the top 12 strategies that consistently win business from HNW families and learn exactly how to position them to prospects.

Joint Calls and Closings

Once you've got a meeting set, one of our Certified Tax Planners will be right beside you to provide the authority and expertise that help you win your prospect's trust.

Weekly One-On-One Calls

Sixteen 30-minute personalized coaching sessions with one or more members of our tax planning team to help you identify and book meetings with wealthy prospects.

Connections to Vetted Vendors

For the wealthy, nothing inspires confidence more than an advisor with a strong team, and we give you access to our pool of best-in-class vendors who excel at execution.

Comprehensive Financial Plans

Our team works with you to create an integrated tax + financial plan for your chosen prospect that is completely tailored to their unique needs and desires.

Lifetime Access to Content

Worried about forgetting something important? Never miss a thing with our complete archive of training videos, cheat sheets, proven scripts, and much more.

We work with you hand-in-hand to close a new HNW or UHNW client.

The Five-Step Journey

Our proven process has helped dozens of advisors repeatedly land multi-million dollar clients.



Build the knowledge to speak confidently about tax strategy with our fast-track training system of live sessions, video lessons, and cheat sheets.



Evaluate your current network and book of business with our Certified Tax Planners to identify top prospects who would benefit from tax planning.



Gain the trust of your new prospect on joint calls with our team as you leverage our expertise to effectively position the strategies.



Finalize the deal with your new HNW client as we help you overcome any remaining objections raised by the client or his team.



Take your new client through the step-by-step process of implementing their chosen strategies with our team of vetted vendors and see the magic of tax planning first-hand.

Blown away.

— Mike Nedreski, White Oak Wealth Partners


The TWI Mastermind Group

Six months of membership to our exclusive community of high-achieving advisors. Level up with live case studies and get challenged and motivated as your peers share ideas, struggles, and victories on biweekly calls. Consistently hailed as one of the best parts of the program.

Is this program right for you?

If you're deeply committed to:

  • Working with HNW and UHNW clients
  • Putting in the work to learn a new set of skills
  • Being coached by experts using a proven framework
  • Pushing outside your comfort zone and seeing what you're capable of

...this is the opportunity you don't want to miss.

This isn't about hype and empty promises.

It's about the practical application of tax expertise to win new business.

Heath has the keys to the kingdom.

— Jonathan Howard, SeaCure Advisors

All the reasons you're thinking of NOT to do this:

"Tax strategy is too difficult."

If you're trying to learn it on your own, you bet it's difficult. That's why we've spent the better part of a decade reducing thousands of pages of tax code into the top 12 strategies wealthy clients are looking for. Our program is so dialed in that you can start speaking competently about tax strategy after just a few hours of live sessions and simple worksheets.

"This is what CPAs are for."

Almost all CPAs focus on tax preparation (looking backward to calculate tax liability) and never do anything with tax planning (looking forward to reduce tax liability). That's why there's such a huge opportunity for advisors who talk about tax strategy to quickly develop trust with wealthy prospects.

"It's probably too expensive."

If you follow our guidance and put in the work, you'll make back the cost of the program on your first new HNW client, and you'll close that client during the 4 months the program lasts. If you don't close in that time, we'll continue to work with you until you do.

"I've been burned by programs before."

So have we. That's why we built ours with a ruthless commitment to RESULTS. This isn't coaching in a vacuum. This is our team working with you step-by-step, side-by-side until you close your first HNW client.

"I don't have the time."

If you've got time to watch Monday Night Football or re-runs of The Office, you've got time to invest in yourself and the future of your practice.

"I don't have the right network."

Most advisors are surprised to find that many people in their existing circles can benefit from tax planning. And if you're truly feeling disconnected, you'll learn exactly what it takes to start building the kind of network successful advisors cultivate every day.

"I'm nervous about working with rich people."

I get it. Fear usually comes from what we don't understand. Once you actually understand what wealthy people are looking for and how to deliver it, your confidence will grow exponentially.

Also, everything you want is on the other side of fear (thanks, Jack Canfield).

"It won't work for me."

If you're committed, it works. Our team walks hand-in-hand with you through the entire program, and we don't stop until you've closed a new HNW or UHNW client. Wealthy families are constantly searching for advisors who understand tax strategy and have the ability to execute a comprehensive financial plan with serious tax mitigation. Our entire mission is positioning you for success in those two areas.

Our goal is to equip you with the tools to build a sustainable, thriving practice in the HNW market.

Our advisors love us.

"Before I met you guys, my goal of building a $100 million – then $200 million – book of business was just a dream. Now it’s a reality!"

- Sean Rhodes

"I am now able to attract a much higher level of client. Tax planning has been huge for referrals."

- T.J. Acerra

"We are impressed with the results and the detail. It will change your practice. Just step forward."

- Brian Bowen

Join the only program that walks you through the acquisition of a new HNW or UHNW client.

TWI's Master Advisor Program

The Tax Strategy Masterclass

($12,000 value)

Weekly One-On-One Calls

($16,000 value)

Custom Tax Plans

($10,000+ value)

Joint Calls with Prospect

($5000+ value)

Joint Closing

($3000+ value)

Implementation with Vendors

($7500+ value)

BONUS: TWI Mastermind Group

($6000 value)


$59,500+ value


One-time investment of $10K $7,500

Let's go!

Meet your Master Coach

Hi! I'm Heath Walters, CPA and Certified Tax Coach. I've spent over a decade in the HNW tax planning space and saved clients over $30 million in liabilities.

Now I'm sharing my knowledge and helping wealth advisors like you win the confidence of HNW families by becoming their trusted guide to the world of tax strategy.

There's a lot of HNW business out there just looking for a place to go. Let's make sure you're ready to get your piece of it.

Become the advisor you were born to be.

The door to the HNW market is open to anyone who's willing to learn the language and application of tax strategy.

Still have questions?

Our Director of Advisor Relations, Daren Bitter, is always happy to talk. Send him a message or schedule a call and get the answers you need.

We're committed to your privacy. The Walter's Institute uses your information to contact you about new content, products, and services. You can unsubscribe whenever you like. For more information, check out our Privacy Policy.