For Immediate Release
BDO Alliance USA and The Wealth Engineering Institute Renew Their Relationship
The Wealth Engineering Expert Sourcing Consortium
Orlando Florida, June 25, 2020 – The Wealth Engineering Institute is pleased to announce its renewal of BDO Alliance USA as its preferred provider of accounting and tax services for its network of over 2,100 wealth advisory firms.
“We are excited to renew our relationship with BDO Alliance USA as an exclusive provider within our Expert Sourcing Consortium,” said WEI CEO and Managing Partner, Nick Gregory, ChWE, CEBA, ChCCA. Accounting and tax services are mandatory when it comes to providing true wealth management – Wealth Engineering. The national presence and expertise of BDO Alliance USA make it 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 continue to be part of the WEI Expert Sourcing Team.”
With this announcement, the BDO Alliance USA continues to be a part of 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.
“We are excited to renew our relationship with BDO Alliance USA as an exclusive provider within our Expert Sourcing Consortium,” said WEI CEO and Managing Partner, Nick Gregory, ChWE, CEBA, ChCCA. Accounting and tax services are mandatory when it comes to providing true wealth management – Wealth Engineering. The national presence and expertise of BDO Alliance USA make it 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 continue to be part of the WEI Expert Sourcing Team.”
With this announcement, the BDO Alliance USA continues to be a part of 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) is a core entity of The Wealth Engineering Family of Companies which serves over 2,100+ wealth management, accounting, investment, insurance and law firms across the nation. WEI helps these professionals harmonize with the wealth ecosystems of families and businesses through the organization’s WealthEngineering and OpenOption Practice Engineering Programs in coordination with its Consortium of Independent Expert Sourcing Firms. 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 theWEInstitute.com or call 407.878.3520.