Who We Are

The Walters Institute is an On-Demand tax planning, education and support for RIA’s and their High Net Worth prospects and clients. With over 50 years of combined experience delivering advanced tax strategies to high net worth clients, Heath and The Walters Institute team are here to help you work with the same types of clients. Advisors who present a strategic tax plan, with a CPA, at NO COST to a prospective client, have experienced an 80% closing rate.

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Our Mission

Helping financial advisors build a practice they love by winning more high-value clients through strategic tax planning

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