Every day, 1,700 new millionaires are minted in the United States.

The majority have tax mitigation as a top investment priority.


The number of millionaires minted in the United State every day.

The majority have tax mitigation as a top investment priority.

We give you the tools and support to speak the language of tax strategy that attracts HNW clients.


Our average tax bill reduction for HNW families


Average closure rate for FAs when presenting strategic tax plans to HNW prospects


Average 2-year AUM growth for RIAs who add tax planning to their practices


Real advisors. Real results.

The only change these practices made was adding strategic tax planning to their services.

Practice A

RIA, North Carolina*

Practice B

RIA, Texas*

Practice C

Independent Advisor, Texas*

*Results independently verified by Broker check and SEC. Practice details kept private to protect client confidentiality.

What our clients are saying

“Their insights have made us a more valuable firm.”

– Mikayla Raleigh, Raleigh Wealth Solutions

“An enormous positive impact on my practice.”

– Bryan Hamer, Accurate Advisory Group

“A real game changer.”

– Jonathan Howard, Accurate Advisory Group

Ready to learn more?

Schedule a free 30 minute call