Lake Mary FL, September 18, 2025 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of BeyondWill as a core component of its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering  Dashboards. Read more

Lake Mary FL, September 16, 2025 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of CSG Partners as a core component of its Expert Sourcing Consortium. CSG joins other leading financial services practices that provide a comprehensive toolkit of M&A, client management, and practice management solutions to WE’s network of RIA, CPA, legal, and diversified wealth advisory firms representing over 11,400 specialists nationwide. Read more