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.

Wealth Engineering

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.

Tri State Capital 


FIDX sirote  90 Degree Benefits
Ahola Ahola

The Wealth Engineering Dashboard
My Wealth Hub - Contact

BDO Alliance USA Services
Contact us for Details - Contact

Specialty Tax Services
Tri-Merit - Contact

Tax Qualified Retirement Planning
Ubiquity - Contact

Alternative Investment Exchange
The AIX Platform - Contact

Human Resources & Payroll
Ahola - Contact

Planning Bridge • WealthTech
FPAlpha - Contact

Henley & Partners - Contact

Crypto Currency Platform
Blockchange - Contact

Tax & Estate Legal Counsel
Sirote & Permutt, PC - Contact

Charitable Fundraising Services
Give Back Nation - 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
Give Back Nation - Contact

Estate Asset Migration
Dentons Sirote - Contact

Art Advisory
Varies By Location





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.