Providing A Multi-Disciplinary Portfolio Of Consulting Services Since 1996
In a Sea of Sameness - Brand • Position • Differentiate - Create An Unfair Advantage
Our Wealth Engineering Family Of Companies - "It Takes A Village"
Harmonized with our Team of independent Expert Sourcing Firms
to surround the ever-changing dynamics of Managers of Wealth and their HNW Clients.
Currently Serving Over 2,100 Wealth Advisory Firms Encompassing 8,400+ TopTier Advisors
Multi-Family Offices • Insurance & Investment Professionals • Retirement Planners
Wealth Management Firms • Legal & Accounting Firms • Financial & Estate Planners
Helping Firms Transform Into A New Wealth Management Dimension To Magnify Success
Helping Rejuvenate The Contours Of Advisory Practices To Become More Agile
"Fusing advanced knowledge, services, products and wealthtech with sound engineering principles"
Helping Firms Install Strategies
Syncing their "practice ecosystems" with the "wealth ecosystems" of their HNW families and businesses.
Helping Advisors Deploy Tactics
Evolving their "Centers of Gravity" from "AUM/Product Provider" to "Holistic Fee-Based Solutions Provider".
Our OpenOption Practice EngineeringTM Sandbox
"Recalibrate your practice ecosystem to enhance success"
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 wealth advisory firms.
The Result — Custom Designed Success Blueprints
OpenOption dream engineeringTM interfaced with highly competent advice
and efficient implementation; monitored and refined as needed.
Governing Body and Grantor of the following Professional Designations
Chartered Wealth Engineer - ChWE • Chartered Charitable Capital Advisor - ChCCA