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

The majority have tax mitigation as a top investment priority.

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

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The majority have tax mitigation as a top investment priority.


We give you the tools, training, and support to attract and close more HNW clients through tax strategy.

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 practice

Real advisors. Real results.

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

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Practice A

RIA, North Carolina*

RIA NC Chart

Practice B

RIA, Texas*

RIA Texas Chart

Practice C

Independent Advisor, Texas*

RIA Independent FA Chart

*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 Zoom call with one of our partners