The WE Expert Sourcing Consortium

Developed Exclusively For TopTier Wealth Management Firms


Our Expert Sourcing Team

It takes a village - Build your elastic infrastructure

Equipped with an arsenal of best-of-breed Expert Sourcing Firms, our highly experienced and multi-disciplined team of professionals amplify the perpetual value and success of advisory firms.

Wealth Engineering

Fusing advanced knowledge, experience, services and products with sound engineering principles to create a synchronized hub for family and business wealth building.


Fortify your client value proposition by fusing new services and products into your offering; creating fresh revenue and profit silos while enhancing client acquisition and retention, along with leveraging against future catastrophic events.

Tri State Capital Tri-Merit sirote  90 Degree Benefits
Breeze Ahola Harbor Life




To become part of the WEI
Expert Sourcing Team, call: 407-878-3520
The Wealth Engineering Institute, LLC (WEI) does not endorse any listed product or service and is not responsible for the acts or omissions of any such product or service represented. WEI makes no representation concerning the quality of any product or service represented.
Company logos of our Conference Partners and Expert Souring Consortium Members are registered trademarks of each respective company. Our use of them on this website does not imply any endorsement from us or by them. We are not directly affiliated with any of these Companies.

The Wealth Engineering
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My Wealth Hub - Contact

BDO Alliance USA Services
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Tax Qualified Retirement Planning
The Advisor PEP-401k Hub - Contact

Alternative Investment Exchange
The AIX Platform - Contact

Cyber Privacy Hub
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