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A New Wealth Management Dimension
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:
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.
Becoming aware of the survey in 1982, Nick Gregory set out to structure a wealth engineering firm combining the survey’s results with basic engineering principles as its foundation. Today, wealth engineers help clients deal more effectively with their wealth ecosystems while avoiding the prepackaging, complexity, incompetency, and sales-intensive atmosphere permeating the financial services industry.
Bridge the GAPS between what Clients Receive and what they Desire from Wealth Managers
As illustrated By The Spectrem Group Research Chart Below*
Fuse engineering principles with multi-dimensional knowledge, advise, services and products.
• High-Touch Wealth Advisory Harmonized With High-Touch Wealth Tech •
Coaching ▪ Training ▪ Marketing ▪ Case Design ▪ Cache of HNW Strategies & Tactics
Services Received, Desired, Valued
*Exerpt from the 11/1/21 Spectrem Group Research Article: Focus On What Investors Want