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.



Tri State Capital 


NES Financial sirote  90 Degree Benefits
 lshub mcgowan lshub  
Family Wealth Dashboard

BDO Alliance USA Services

Financial Services Innovation

Family Trust Company Implementation
Sirote & Permutt, PC

Henley & Partners

U.S./International Trust Services

Social Security Consulting

EB-5, 1031 Exchange, Q0Z Fund Administration

Forward/Reverse Mortgage Services

Family Cohesion Consulting
Varies By Location

Tax & Estate Legal Counsel
Tax Qualified Planning
Varies By Needs

Client Risk Analysis Software

ESOP Design & Management
Varies By Location

Charitable Fundraising Services
Educational Seminar Planning
Captive Insurance Management
Varies By Location
Planned Giving Consulting Services

Property & Liability Insurance
McGowan Insurance

Fee Only & PPLI/PPVA Insurance
Varies By Case Details

Turnkey Marketing Services
Varies By Needs

Donor Advised Fund Program
Give Back Nation - a non profit organization

Business Valuation
Varies By Location

Real Estate Services
NES Financial

Estate Asset Migration
Sirote & Permutt, PC

Private Banking




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.