The WE Expert Sourcing Consortium

Developed Exclusively For TopTier Wealth Management Firms

 

Our Expert Sourcing Team

It takes a village - Build your elastic infrastructure

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.

Wealth Engineering

Fusing advanced knowledge, experience, services and products with sound engineering principles to create a synchronized hub for family and business wealth building.

FusionPowerTM

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.


Aadya
Tri State Capital Tri-Merit sirote  90 Degree Benefits
Breeze Ahola Harbor Life

 

   

  

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 Wealth Engineering
Digital Dashboard

My Wealth Hub - Contact


BDO Alliance USA Services
Contact us for Details - Contact


Tax Qualified Retirement Planning
The EBenefits PEP - Contact


Alternative Investment Exchange
The AIX Platform - Contact


Cyber Privacy Hub
Aadya Security - Contact


Financial Planning Software
Money Tree - Contact


Human Resources & Payroll
Ahola - Contact


Tax & Estate Legal Counsel
Dentons Sirote - Contact


Charitable Fundraising Services
Give Back Nation - Contact


Digital Disability Insurance Placement
Breeze - Contact


Planned Giving Consulting Services
The Charitable Capital Design Center - Contact


Property & Liability Insurance
McGowan Insurance - Contact


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


Donor Advised Fund Program
Givinga - Contact


Life Settlement Transparent Pricing
Harbor Life Brokerage - Contact



Estate Asset Migration
Dentons Sirote - Contact



Art Advisory
Varies By Location