A New Wealth Management Dimension

History

We have been providing wealth engineering services for financial services professionals since 1982. The professional credentials of our staff, faculty and financial engineers include:
  • Certified Financial Planner®
  • Chartered Life Underwriter
  • Attorney At Law
  • Chartered Financial Analyst
  • Certified Financial Planner®
  • Chartered Life Underwriter
  • Attorney At Law
  • Chartered Financial Analyst

The Evolution of Wealth Engineering

In 1979, the Stanford Research Institute completed a survey of over 37,000 business owners and other successful individuals regarding how their financial needs were being satisfied. Those surveyed expressed the following frustrations:

  • The prepackaged services and products they were forced into.
  • The sales-intensive atmosphere surrounding those services and products.
  • The vast number of individuals, firms and institutions with which they were forced to deal.
  • The low competency level of the individuals providing those services and products.
  • The confusion and complexity of the products and services themselves.

What Did They Want?

A centralized source for the delivery of financial services and products that is competitively priced, understandable and custom designed while provided by competent, honest and multi-faceted advisors . . . financial solutions providers.

The Why

Bridge the GAPS between what Clients Receive and what they Desire from Wealth Managers

As illustrated By The Spectrem Group Research Chart Below*