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.

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.


Tri State Capital 

 

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The Wealth Engineering Dashboard
The Family Wealth Hub - Contact


BDO Alliance USA Services
Contact us for Details - Contact


Specialty Tax Services
Tri-Merit - Contact


Tax Qualified Retirement Planning
PCS Retirement - Contact


Alternative Investment Exchange
The AIX Platform - Contact


Wealth Management Technology
AppCrown - Contact


Planning Bridge • WealthTech
FPAlpha - Contact


Citizenship/Residency
Henley & Partners - Contact


Delaware Trust Services
First State Trust Company - Contact


Crypto Currency Platform
Blockchange - Contact


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


Charitable Fundraising Services
Give Back Nation - Contact


Life Settlement Options
Abacus Life - 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
Sirote & Permutt, PC - 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.