The WE Expert Sourcing Consortium
Developed Exclusively For TopTier Wealth Management Firms
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 advisory firms.
Fusing advanced knowledge, experience, services and products with sound engineering principles to create a synchronized hub for family and business wealth building.
Fortify your client value proposition by fusing new services and products into your offering; creating fresh revenue and profit silos while enhancing client acquisition and retention, along with leveraging against future catastrophic events.
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.