Today's "Financial Seismic Shift" Demands A "Wealth Advisory Seismic Shift"
It is a bold new world - Adapt or face extinction - Move forward with a new mindset
Our Wealth Engineering Family Of Companies - "It Takes A Village"
Our Family of Companies is harmonized with our Team of independent Expert
Sourcing Firms to surround the ever-changing dynamics of Managers of Wealth.
Providing Multi-Disciplined Consulting Services Since 1996
Currently Serving Over 2,100 Wealth Advisory Firms
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 To sync their "practice ecosystems" with the "wealth ecosystems" of their HNW families and businesses. |
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Helping Advisors Deploy Tactics To evolve their "Centers of Gravity" from "AUM/Product Provider" to "Holistic Fee-Based Solutions Provider". |
In a Sea of Sameness - Brand • Position • Differentiate - Create An Unfair Advantage
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