The WE Expert Sourcing Consortium

Developed Exclusively For TopTier Wealth Management Firms

 

 

Our Expert Sourcing Team

It takes a village

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.

FusionPowerTM

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.


Tri State Capital 

 

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The Wealth Engineering Dashboard
The Family Wealth Hub - Contact


BDO Alliance USA Services
Contact us for Details - Contact


Wealth Management Technology
AppCrown - Contact


Citizenship/Residency
Henley & Partners - Contact


U.S./International Trust Services
Varies by jurisdiction - Contact



Forward/Reverse Mortgage Services
Fairway Mortgage - Contact


Tax & Estate Legal Counsel
Sirote & Permutt, PC - Contact


Tax Qualified Planning
Varies By Needs - Contact


Charitable Fundraising Services
Give Back Nation - Contact


Planned Giving Consulting Services
The Charitable Capital Design Center - Contact


Property & Liability Insurance
McGowan Insurance - Contact


Fee Only & PPLI/PPVA Insurance
Varies By Case Details - Contact


Donor Advised Fund Program
Give Back Nation - Contact



Estate Asset Migration
Sirote & Permutt, PC - Contact


Private Banking
TriState Capital Contact

 

 

   

  

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.