BDO Alliance USA Teams Up With The Wealth Engineering Institute


BDO Alliance USA Becomes Financial Management Group’s Exclusive Provider

 

BDO National Alliance Teams Up With The Wealth Engineering Institute


Orlando Florida – The Wealth Engineering Institute is pleased to announce BDO Alliance USA as the preferred provider of accounting and consulting services for The Wealth Engineering Institute’s (WEI) network of over 2,200 wealth management firms.




“We are excited to add the BDO Alliance USA to our Expert Sourcing Team,” said WEI President and Managing Partner, Nick Gregory, ChWE, CEBA, ChFWA. “Accounting and consulting services are a necessity when it comes to comprehensive financial management. BDO Alliance USA’s national presence and the experience and knowledge of their member firms make them a natural fit for our team.”

BDO Alliance USA Executive Director, Michael Horwitz, added, “To achieve the wealth management goals of a family or business and remain fully compliant, you have to assemble a great team. We are honored to join WEI’s Expert Sourcing Team.”

With this announcement, the BDO Alliance USA joins an arsenal of best-of-breed expert sourcing firms to provide services to WEI’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.

The BDO Alliance USA is a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals. The BDO Alliance USA presents an opportunity for these firms, by accessing the resources of BDO USA, LLP and other Alliance members, to expand services to their clients without jeopardizing their existing relationships or their autonomy. The BDO Alliance USA was developed to provide Member firms with an alternative strategy for gaining competitive advantage in the face of a changing business landscape. The Alliance represents an opportunity for BDO to enhance relationships with reputable firms that share a mutual business understanding. The BDO Alliance USA is a subsidiary of BDO USA, LLP, a Delaware limited liability partnership. For more information, visit https://www.bdo.com/about/bdo-alliance-usa

The Wealth Engineering Institute (WEI), headquartered in Orlando, FL, serves over 2,200 wealth management firms, investment and insurance advisors and attorneys across the nation. WEI helps these professionals harmonize the complex wealth of families and businesses through its WealthEngineering Process. WEI is also the governing body and grantor of the Chartered Wealth Engineer (ChWE) professional designation. For more information about The Wealth Engineering Institute, visit thefei.com or call 407.878.3520.