The WE Expert Sourcing Consortium

Developed Exclusively For TopTier Wealth Management Firms


Fee Only & PPLI/PPVA Insurance

Key Contact

Nick Gregory, ChWEA, ChCCA, ChFWA

Phone: 407-878-3520


Email: This email address is being protected from spambots. You need JavaScript enabled to view it.




To become part of the WEI
Expert Sourcing Team, call: 407-878-3520
The Wealth Engineering Institute, LLC (WEI) does not endorse any listed product or service and is not responsible for the acts or omissions of any such product or service represented. WEI makes no representation concerning the quality of any product or service represented.
Company logos of our Conference Partners and Expert Souring Consortium Members are registered trademarks of each respective company. Our use of them on this website does not imply any endorsement from us or by them. We are not directly affiliated with any of these Companies.

The WE Multi-Family
Office Platform

My Wealth Hub - Contact

BDO Alliance USA Services
Contact us for Details - Contact

Advisory Central Nervous System - Contact

Tax Qualified Retirement Planning
The EBenefits PEP - Contact

Estate Plans for Advisors - Contact

Donor Advised Fund Program
Givinga - Contact

Private Banking
The Bancorp - Contact

Alternative Investment Exchange
The AIX Platform - Contact

Cyber Privacy Hub
Aadya Security - Contact

Human Resources & Payroll
Heartland Payroll - Contact

Charitable Fundraising Services
Give Back Nation - Contact

Planned Giving Consulting Services
The Charitable Capital Design Center - Contact

Fee Only PPLI/PPVA Insurance
Varies By Case Details - Contact

Insurance Hub - Contact

Estate Asset Migration
Varies By Needs

Art Advisory
Varies By Location

Property & Liability Insurance
McGowan Insurance - Contact

Tax & Estate Legal Counsel
Varies By Needs