Providing A Multi-Disciplinary Portfolio Of Consulting Services Since 1996
In a Sea of Sameness - Brand • Position • Differentiate - Create An Unfair Advantage
Our Wealth Engineering Family Of Companies - "It Takes A Village"
Harmonized with our Team of independent Expert Sourcing Firms
to surround the ever-changing dynamics of Managers of Wealth and their HNW Clients.
Currently Serving Over 2,100 Wealth Advisory Firms Encompassing 8,400+ TopTier Advisors
Multi-Family Offices • Insurance & Investment Professionals • Retirement Planners
Wealth Management Firms • Legal & Accounting Firms • Financial & Estate Planners
Helping Firms Transform Into A New Wealth Management Dimension To Magnify Success
Helping Rejuvenate The Contours Of Advisory Practices To Become More Agile
"Fusing advanced knowledge, services, products and wealthtech with sound engineering principles"
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Helping Firms Install Strategies Syncing their "practice ecosystems" with the "wealth ecosystems" of their HNW families and businesses. |
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Helping Advisors Deploy Tactics Evolving their "Centers of Gravity" from "AUM/Product Provider" to "Holistic Fee-Based Solutions Provider". |
Our OpenOption Practice EngineeringTM Sandbox
"Recalibrate your practice ecosystem to enhance success"
Our Expert Sourcing Team - It takes a "Village"
Equipped with an arsenal of best-of-breed Expert Sourcing Firms, our highly experienced and multi-disciplined
team of professionals amplify the perpetual value and success of wealth advisory firms.
The Result — Custom Designed Success Blueprints
OpenOption dream engineeringTM interfaced with highly competent advice
and efficient implementation; monitored and refined as needed.
Governing Body and Grantor of the following Professional Designations
Chartered Wealth Engineer - ChWE • Chartered Charitable Capital Advisor - ChCCA