Your business is making money. But are you building wealth?

Chief Wealth Officer for 7-Figure Founders

The average 7-figure founder loses $68k-$117k every year to fragmented advisors working in separate silos. The Wealth Ascension System coordinates what your professional advisors do separately into one integrated financial ecosystem—so your business success actually builds persoanl wealth.

For founders generating $1M-$20M in revenue whose business is growing but personal net worth isn't.

  • Tax Reduction

  • Business Optimization

  • Personal Wealth Building

One system.

All your advisors coordinated.

One outcome - personal wealth that grows in lock-step with your business.

The Firm Behind the Strategy

We help 7-figure founders build personal wealth that grows alongside their business - not after it.

TruWealth operates at the intersection of business cash flow, tax strategy, and personal wealth coordination. One Chief Wealth Officer running the whole game—instead of multiple advisors running separate ones. We do this using our proven Wealth Creation Method.

We help 7 & 8 figure founders escape the revenue treadmill and reach work-optional status - without waiting for the exit.

TruWealth Advisors helps 7-figure founders transform revenue into wealth.

Here’s How We Help You Win:

  • Coordinate your tax strategy, business cash flow, and personal wealth into one plan—with one advisor running the whole game.

  • Reduce your tax bill with a proactive multi-year strategy — not reactive annual filing.

  • Build personal wealth that doesn't depend on your business performance.

  • Reach work-optional status faster.

Why Entrepreneurs Choose Us:

  • Decades of experience working directly with 7-figure founders.

  • Full financial integration, not fragmented advice

  • No judgment, no jargon, just clarity, strategy, and results

The Results You’ll Experience:

  • Average $48K in first-year tax savings.

  • Personal net worth growing independent of business performance.

  • A clear Wealth Freedom Number with a timeline.

  • Work-optional status — built intentionally, not left to the exit.

Built & exited 2 firms

Experience with 7- & 8-figure founders

One CWO coordinating the whole game

Meet the Founders

Leadership behind the TruWealth approach

Phil Calandra

  • 20+ years financial experience

  • Built & exited 2 firms

  • Current partner in $10B advisory firm

"Phil had 8 cents in his business account in March 2009—payroll due the next day—and built the Wealth Ascension System from that lived failure."

Trish Calandra

  • 25+ years operations & client leadership

  • Co-built & scaled advisory firms

  • Focus on full-life wealth (family, purpose, wellbeing)

"Trish has walked the founder's path - building, scaling and selling alongside Phil - and brings that lived experience to every client.

Clients of Phil & Trish Calandra share their experience

"What founders say after their first year with a Chief Wealth Officer."

★★★★★

"As a physician, I spent years focusing on patient care while neglecting my own financial health."

"For years I had a CPA, a financial advisor, and a fractional CFO — and none of them ever talked to each other. TruWealth was the first time I had one plan instead of three. Inside the first year we cut my tax bill by more than $60K and my personal net worth finally started moving independent of the business."

Dr. Sarah P.,

M.D.

★★★★★

"After implementing their method, not only is my business more profitable than ever..."

"The coordination gap was costing me more than I realized. After working with Phil and Trish, my business is more profitable, I'm paying significantly less in taxes, and — for the first time — I have personal wealth being built simultaneously instead of waiting on an exit."

Michael P.

CEO, Co-Founder

Ready to find out what your coordination gap is actually costing you?

Start with the Wealth Creation Scorecard—find your gap in 3 minutes, free. No call required. Personal report delivered instantly.

Show me my biggest leak - free

The Scorecard is the natural first step. The Stategy Call is for founders ready to go deep.

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Founded by Phil & Trish Calandra

Helping entrepreneurs turn revenue into lasting wealth

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