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.

Tri State Capital 

 
lshub sirote  90 Degree Benefits
mcgowan lshub
       
 
   

The Wealth Engineering Dashboard
The Family Wealth Hub - Contact

BDO Alliance USA Services
Contact us for Details - Contact

Wealth Management Technology
AppCrown - Contact

Citizenship/Residency
Henley & Partners - Contact

U.S./International Trust Services
Capital First Trust Company - Contact

Forward/Reverse Mortgage Services
Fairway Mortgage - Contact

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

Tax Qualified Planning
Varies By Needs - 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
Sirote & Permutt, PC - Contact

Private Banking
TriState Capital Contact

 

 

   

  

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.