For Immediate Release

Tri-Merit Teams up with The Wealth Engineering Family of Companies
Orlando Florida, July 22, 2020 – The Wealth Engineering Family of Companies is pleased to announce its selection of Tri-Merit as its preferred provider of Specialty Tax Services for its network of over 2,100 wealth advisory firms.

“We are excited to include Tri-Merit as an exclusive provider within our Expert Sourcing Consortium,” said WE CEO and Managing Partner, Nick Gregory, ChWE, CEBA, ChCCA. Specialty Tax Services is an important element when consulting with successful families and their enterprise ecosystems; providing true wealth management – Wealth Engineering. The national presence and expertise of Tri-Merit make it a natural fit for our team.”

“We are honored and look forward to embedding our Specialty Tax Services Platform into the WE Expert Sourcing Consortium.” said Tri-Merit Managing Partner, Andrew Lane.

With this announcement, Tri-Merit joins an arsenal of best-of-breed expert sourcing firms to provide services to WE’s network of wealth management firms, investment and insurance advisors and attorneys across the nation. The result is the fusion of advanced knowledge, experience, services, and products with sound engineering principles to create a synchronized hub for family and business wealth building.

Tri-Merit specializes in reducing the tax burden of business enterprises. We assist in taking full advantage of research and development tax credits, cost segregation deductions, and other federal and state taxation strategies. We serve as an extension of the wealth advisory team and are committed to maximizing tax savings, while requiring minimal time and effort. Tri-Merit makes it easy to support cost segregation and R&D tax credit claims by taking a customizable, flexible, and thoughtful approach to produce the best possible outcome. With our technical expertise and in-depth knowledge of current IRS rules and regulations, we can gather the information and documents needed to calculate tax credit claims and studies that hold up to even the most stringent IRS audit. Visit for more information
The Wealth Engineering Family of Companies serves over 2,100+ wealth management, accounting, investment, insurance and law firms across the nation. WE helps these professionals harmonize with the wealth ecosystems of families and businesses through the organization’s WealthEngineering and OpenOption Practice Engineering Programs in coordination with its Consortium of Independent Expert Sourcing Firms. WE is also the governing body and grantor of the Chartered Wealth Engineer (ChWE) professional designation. For more information about The Wealth Engineering Family of Companies, visit or call 407.878.3520.