Unclaimed brand
Unlock a steady stream of high-net-worth leads through the power of tax planning. Discover tools, training, and support to attract and close more HNW clients.
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Hex Code
Color name
RGB
HSL
CMYK
#FAC400
Amber
250, 196, 0
47, 100, 49
0, 22, 100, 2
#072AC6
International Klein Blue
7, 42, 198
229, 93, 40
96, 79, 0, 22
#92A1E6
Dull Lavender
146, 161, 230
229, 63, 74
37, 30, 0, 10
The Walters Institute helps financial professionals use tax planning to strengthen their practices and attract and serve high-net-worth clients. It offers two distinct pathways: Catalyzer for CPAs and Navigator for financial advisors. Catalyzer is designed to accelerate CPAs’ learning through real client cases, collaboration with the Institute’s expert team, and training in advanced strategies.
Navigator enables financial advisors to deliver sophisticated tax plans without years of specialized training, with on-demand guidance tailored to their practices. The programs combine education and practical support with carefully vetted tax mitigation strategies, systems, and professional relationships. The Institute emphasizes conservative design, rigorous review for long-term viability and defensibility, and a holistic view of how tax planning connects with investments and estate planning.
Its relationship-centered approach is intended to support lasting client partnerships and sustainable business growth. The site also presents its programs as tools for closing more high-net-worth clients, enhancing advisory services, and growing assets under management
Brand industry
Finance
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How do I download the The Walters Institute logo?
The The Walters Institute logo comes in one version: an icon. Download as JPEG.
What are The Walters Institute's brand colors?
The The Walters Institute color palette uses the hex codes #FAC400, #072AC6 and #92A1E6.
The The Walters Institute name, logos and brand assets are trademarks of The Walters Institute and its affiliates. Brandfetch isn't affiliated with or endorsed by The Walters Institute. Their use is subject to The Walters Institute's brand guidelines.
