Your Business is Making
Money and Thriving.
But You Don't Feel Wealthy.
We help you identify the financial blind spots and wealth opportunities to create true freedom.
For 7-figure entrepreneurs who want clarity, leverage, and peace of mind.
Tax Reduction
Financial Optimization
Personal Wealth Management
Your Business is Making Money and Thriving. But You Don't Feel Wealthy.
Your Business is Making
Money and Thriving.
But You Don't Feel Wealthy.
We help you identify the financial blind spots and wealth opportunities to create true freedom.
For 7-figure entrepreneurs who want clarity, leverage, and peace of mind.
Tax Reduction
Financial Optimization
Personal Wealth Management
THE PARTNER PROGRAM
YOUR NETWORK HAS THIS PROBLEM. TRUWEALTH ADVISORS FIXES IT.
Refer a $1M+ business owner to TruWealth Advisors. Earn $4,000 when they enroll.
Most 7-figure business owners have a CPA, a financial advisor, and a bookkeeper. None of them talk to each other. The founder is the one trying to coordinate everybody – and the gap between what they're earning and what they're keeping keeps growing.
TruWealth Advisors closes that gap. One integrated plan across tax strategy, business cash flow, and personal wealth – coordinated by a dedicated Chief Wealth Officer.
When you refer the right person, we do the rest. You earn $4,000 after they enroll.
WHO NEEDS THIS
YOUR PEERS AND CLIENTS ARE SAYING THIS.
YOU JUST MIGHT NOT HAVE HEARD IT YET.
These are the five things 7-figure business
owners say when they finally admit what's wrong:
"My business is making money but I'm not actually getting wealthier."
"All my money is locked in the business. It works for the company, not for me."
"My tax bill keeps going up and nobody has a plan for it. I paid $200K last year and nothing changed."
"My CPA, my advisor, and my attorney don't talk to each other. I'm the one trying to coordinate everyone."
"If I had to walk away from the business tomorrow, I wouldn't be okay."
If someone in your world has said any version of these, they are TruWealth's ideal client. And they are waiting for someone to hand them the right solution.
These are examples of things business owners commonly say. They are not quotes from specific clients.
HOW TRUWEALTH ADVISORS WORKS
ONE PLAN. THREE PARTS. ZERO SILOS.
TruWealth Advisors was built specifically to solve the wealth gap most $1M+ business owners never close. Most founders have the right specialists in place. What they don't have is one person making sure all those specialists are working from the same strategy.
TruWealth operates as the firm's Chief Wealth Officer – coordinating the CPA, CFO, financial advisor, business coach, and bookkeeper around one integrated plan across three domains:
GENERATE – Business cash flow engineering and profit acceleration. More money coming out of the business, systematically.
KEEP – Proactive multi-year tax strategy. Not this year's return – a rolling 3–5 year reduction roadmap built specifically for founders.
MULTIPLY – Owner wealth. Whether the business is actually converting profit into owner income and equity, how efficiently, and whether the entity and compensation structure supports a defined work-optional timeline.
$48,000
Average first-year tax savings per client-2025 client cohort
51%
Net profit increase – 2025 client cohort
33%
Revenue growth – 2025 client cohort
Reflects fifteen TruWealth clients who completed twelve or more months of engagement during 2025. Percentage figures are pooled totals across all 15 clients, measured against those clients' trailing twelve months at engagement. Derived from client-provided financial statements and filed tax returns; not independently audited. Individual results vary and are not typical, guaranteed, or predictive. Business operating results, not investment performance.
THE PARTNER ECONOMICS
ONE REFERRAL. ONE ENROLLMENT.
$4,000.
Paid directly to you when your referral enrolls.
There is no complicated tier structure. No minimum volume requirement. No expiration date on your referrals. When someone you refer enrolls in the Wealth Ascension System, you earn $4,000. That's it.
| Monthly retainer | $4,000/month | Per enrolled client |
| Partner commission | $4,000 | Paid on first month enrollment |
| Minimum referrals required | None | One referral qualifies |
| Commission expiration | None | No time limits on referral credit |
| Referral tracking | Named introduction | You introduce by name or email |
| Payment timing | Month 1 enrollment confirmed | Direct payment to partner |
Most of our partners refer one or two people they already know. A few refer regularly. Either way, the economics are the same.
THE REFERRAL PROCESS
FOUR STEPS. YOU HANDLE ONE OF THEM.
Step 1
You make the introduction
Send us their name and contact information using the referral form below, or make a direct email introduction. That's the full extent of your involvement – we take it from there.
Step 2
We reach out within 24 hours
A member of the TruWealth team contacts your referral directly. We position the introduction carefully – your credibility stays intact. We never pitch. We invite them to a conversation.
Step 3
They complete the CWO Diagnostic Assessment
A 39-question online assessment – no document uploads, no tax returns required. Followed by a 60-minute review call where we map their complete financial picture across Generate, Keep, and Multiply. Your referral sees exactly where their wealth system is misaligned before they commit to anything.
Step 4
They enroll. You earn $4,000
When your referral enrolls in the Wealth Ascension System at $4,000/month, your commission is confirmed and paid. One introduction. One enrollment. $4,000.
THE IDEAL REFERRAL
NOT EVERY BUSINESS OWNER IS THE RIGHT FIT. HERE'S WHO IS.
TruWealth Advisors works exclusively with business owners and founders running privately held companies generating $1M–$10M in annual revenue. The business is profitable. The personal net worth is not keeping pace. That gap is the problem we solve.
The right referral
Business owner or founder – not a corporate executive or employee.
$1M–$10M in annual business revenue.
Profitable company – the wealth problem is personal accumulation, not business performance.
Service business, professional practice, agency, consulting firm, or similar – not product-based businesses.
Has existing advisors (CPA, financial advisor, or both) who are not coordinating with each other.
Has had a large tax bill they couldn't explain or couldn't reduce.
Has said some version of "my business is doing well but I don't feel wealthy".
Who is NOT the right fit
Corporate executives or employees without business ownership.
Founders below $1M in annual revenue.
Founders above $20M who typically have internal CFO and family office infrastructure in place.
Anyone seeking investment advisory services.
PARTNER GUIDELINES
HOW TO INTRODUCE US. AND HOW NOT TO.
The way you make the introduction matters. TruWealth Advisors is not a registered investment adviser, and how partners describe us has to reflect that. To protect your credibility and ours, please use the language below.
| ✖ Don't Say | ✓ Say This Instead |
|---|---|
| "They'll grow your investments" | "They coordinate your CPA, advisor, and business strategy into one integrated plan" |
| "They'll make you rich" | "Their clients average $48,000 in first-year tax savings" |
| "It's like having a financial advisor" | "It's like having a Chief Wealth Officer who coordinates everyone you already work with" |
| "They handle your retirement planning" | "They build a work-optional plan – a timeline for when your business funds your freedom" |
| "They'll replace your CPA" | "They work alongside your CPA – they just make sure everyone is working from the same strategy" |
The simplest introduction: "I know someone who coordinates your CPA, CFO, and advisor around one strategy. Most owners I know have good people who never talk to each other. This is the person who fixes that."
THE FIRM
TRUWEALTH ADVISORS WAS BUILT TO SOLVE THIS SPECIFIC PROBLEM.
TruWealth Advisors was founded specifically to close the wealth gap most $1M+ business owners never close. Most founders have the right specialists in place. The problem is those specialists optimize their own lane without coordinating with anyone else. The CPA files the return. The financial advisor manages the portfolio. The business coach grows the revenue. Nobody is looking at all three together.
TruWealth operates as the coordination layer–the Chief Wealth Officer function that coordinates every specialist around one integrated strategy. It is not a replacement for the team a founder already has. It is the coordination layer those specialists have been missing.
The firm was founded by Phil and Trish Calandra, who built and exited two businesses of their own before developing the Wealth Ascension System. Phil has spent 20+ years as a financial strategist, has published two books on founder wealth, and has hosted radio and television programs on financial strategy. TruWealth's 2025 client cohort results are published on the site, including first-year tax savings and net profit growth.
TruWealth Advisors, LLC is not a registered investment adviser and does not provide investment advisory services, securities recommendations, or legal advice. Services are business advisory, fractional CFO, accounting, and tax strategy.
READY TO USE
TWO EMAIL TEMPLATES. COPY, EDIT, SEND.
Use either of these as a starting point. Edit the bracketed sections to fit your relationship with the person you're introducing.
SUBMIT A REFERRAL
KNOW SOMEONE WHO NEEDS THIS? SEND THEM OUR WAY.
Fill out the form below. We'll reach out to your referral within 24 hours. You'll receive a confirmation email with your referral tracking information.
✓ We contact your referral within 24 hours.
✓ We'll tell your referral that you introduced them and that partners receive a referral fee if they enroll.
✓ You're paid $4,000 within 30 days of their first retainer clearing.
BECOME A PARTNER
READY TO GET STARTED?
TWO MINUTES. WE'LL SEND YOUR PARTNER AGREEMENT.
Fill out the form below. We'll send your Partner Agreement within one business day.
Partner program disclosures. TruWealth Advisors, LLC is not a registered investment adviser and does not provide investment advisory services, securities recommendations, or legal advice. Services are business advisory, fractional CFO, accounting, and tax strategy. Partners receive $4,000 for each referred client who enrolls in the Wealth Ascension System. This is compensated referral activity. Partners are required to disclose this compensation to anyone they refer. Partners are independent and are not employees, agents, or representatives of TruWealth Advisors, LLC. Partners are not authorized to make representations about results, pricing, or the nature of TruWealth's services beyond approved language provided in the Partner Kit. If you are a CPA, attorney, registered representative, or investment adviser representative, your professional obligations may restrict or prohibit accepting referral compensation. Confirm your participation is permitted before enrolling. Results referenced reflect 15 TruWealth clients who completed twelve or more months of engagement during 2025, on a pooled, aggregate basis. Derived from client-provided financial statements and filed tax returns; not independently audited. Individual results vary and are not typical, guaranteed, or predictive. Business operating results, not investment performance.
Your Business is Making Money and Thriving. But You Don't Feel Wealthy.
We help you identify the financial blind spots and wealth opportunities to create true freedom.
For 7-figure entrepreneurs who want clarity, leverage, and peace of mind.
Financial Optimization
Tax Reduction
Personal Wealth Management
Who We Are
With over 50 years of combined experience, TruWealth helps high-income entrepreneurs, founders, and business owners become high-net-worth families. They do this using their proven Wealth Creation Method, a powerful formula at the intersection of financial optimization, tax reduction, and personal wealth management.
Our Mission
We are on a mission to take small business owners off the "revenue treadmill" and onto a clear path of true wealth.
TruWealth Advisors helps high-income entrepreneurs, founders, and business owners transform revenue into wealth.
Proven Results
★★★★★
As a physician, I spent years focusing on patient care while neglecting my own financial health.
The holistic wealth coaching approach transformed my practice and personal finances simultaneously. By addressing business operations, tax strategy, and wealth building as interconnected elements, we achieved in two years what might have taken a decade with traditional financial advice."
Dr. Sarah P.,
M.D.
★★★★★
After implementing their holistic approach, not only is my business more profitable than ever...
But I’m working fewer hours, paying significantly less in taxes, and finally seeing my personal wealth grow outside the business. The comprehensive process addressing business operations, tax strategy, and personal investments simultaneously created results I couldn’t have achieved with separate advisors.”
Michael P.
CEO, Co-Founder
Special SUMMIT Offer
50%
discount OFF
90-minute 1:1 Wealth Creation Sprint Consultation
Who is this for?
High-income small business owners and entrepreneurs who want a holistic approach to managing their business and personal finances. This strategy session will begin to transform your entire financial ecosystem and provide strategies to help grow your business revenue and create more personal wealth. Expect to leave with top priorities and a road map with action steps.
What you'll gain:
Clarity on Your Wealth Growth Strategy
Receive a detailed review of your business and personal finances. Identify key areas of focus and eliminate mistakes.
An Actionable Wealth Building Plan
We refine your wealth strategy and provide actionable feedback that aligns your current business plan, your personal wealth strategy and optimize what you are currently doing.
Break Through Roadblocks
Identify specific challenges & obstacles that are holding you back, and leave the session with a clear action plan and increased confidence.
Your business is not your wealth strategy.
TruWealth Advisors, LLC provides business coaching and consulting, bookkeeping and accounting services, fractional CFO services, and educational materials on personal finance and financial literacy.
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