Lake Mary FL, May 14, 2025 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Zocks as an exclusive 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

The Wealth Engineering Family of Companies (WE) is pleased to announce its inclusion of Advisor Financing (AF), as an exclusive core component of its Expert Sourcing Consortium. “We are excited to include AF’s robust funding platform of specialized loan products and services for RIAs and Independent Advisors, Independent Insurance Agencies, and CPAs,.” said WE Founder and CEO, Nick Gregory, ChWE. “AF will serve the more than 2,170 wealth management, insurance and CPA firms that we consult with nationally. AF will help us continue to transform firms into a new wealth management dimension; magnifying their success by rejuvenating the contours of their practices to become more agile,” said Gregory. Read more