Our Mission

What gets us up in the morning.

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

Our Core Values

What keeps us on track.



We go the extra mile to help you win the trust of HNW prospects.



We equip you to speak confidently about sophisticated tax strategies year-round.



We stay ahead of regulatory changes and deliver defensible tax plans that maximize your clients’ savings.

Meet the Team

We're family here.


Heath Walters, CPA, CTC

With over a decade of strategic tax planning for HNW families, Heath is a leading authority on growing wealth management practices through tax mitigation.

When he’s not busy helping his clients double and even triple their revenues, you’ll find him fishing, grilling, and tackling home reno projects.

Jake Meier, CPA


A veteran of corporate and personal tax compliance, Jake works with wealthy clients of financial advisors to apply advanced tax strategies to their portfolios.

Despite his busy schedule, he’s an avid golfer and concert-goer and loves spending time with his wife, Sara, and their furry kids, Maggie and Nora.


Guy Woodliff, MSA

Edgar Guy Woodliff completed undergraduate studies at Guilford University, majoring in Accounting and Business. After graduation, he went on to The University of North Carolina at Charlotte to obtain his Master’s in Accounting.

Guy, as he prefers to be called, started his career as a tax preparer at Wheeler & Associates, before moving on to strategic tax planning at The Walters Way. Guy lives in Charlotte, North Carolina with his wife Mary and his daughter Margaret. In his spare time, Guy loves to fish, golf, and spend time with his family.

Jorge Aponte, MBA



Jorge Aponte is a performance-driven leader who loves business operations, strategies, and supply chain management.

A voracious learner, Jorge is a talented executive who enjoys developing people, processes, and procedures so that organizations sustain success.


Lizbeth Rios

Executive Assistant

With over 25 years of administrative experience in healthcare, governmental, and non-profit organizations, Liz is a highly skilled project and office manager.

When she’s not keeping order at TWI HQ, she’s tackling home projects, shopping for great deals, and making memories with friends and family.

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