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
IID  mcgowan lshub
       
 
   
Family Wealth Dashboard

The Family Wealth Hub

BDO Alliance USA Services

Contact us for Details 

Financial Services Innovation

Institute of Innovation Development

Family Trust Company Implementation
 Sirote & Permutt, PC
U.S./International Trust Services
Capital First Trust Company
Social Security Consulting
Premier Social Security Consulting
EB-5, 1031 Exchange, Q0Z Fund Administration
NES Financial
Forward/Reverse Mortgage Services
Fairway Mortgage
Family Cohesion Consulting
Varies By Location
Tax & Estate Legal Counsel
Sirote & Permutt, PC
Tax Qualified Planning
Varies By Needs
Client Risk Analysis Software
Totum Risk
ESOP Design & Management
Varies By Location
Charitable Fundraising Services
Give Back Nation
Educational Seminar Planning
White Glove Workshops
Captive Insurance Management
Varies By Location
Planned Giving Consulting Services
The Charitable Capital Design Center
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
TriState Capital

 

 

   

  

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.