Sirote & Permutt, PC Becomes Wealth Management Group’s Exclusive Provider
The Sirote Law Firm Teams Up With FEI
 
Orlando Florida, December 4, 2018 - The Financial Engineering Institute is pleased to announce their selection of the law firm of Sirote & Permutt, P.C. as the preferred provider of legal services for The Financial Engineering Institute’s (FEI) network of over 2,200 wealth management firms.

“We are excited to add the Sirote Law Firm to our Expert Sourcing Team,” said FEI President and Managing Partner, Nick Gregory, ChFE, CEBA, ChFWA. “Having a law firm that can help design and implement the plans created by our network is critical when it comes to comprehensive wealth management for HNW families and businesses. Sirote’s national presence and significant expertise in this market make them a natural fit for us.”

Sirote President, Todd Carlisle, added, “To achieve the wealth management goals of a HNW family or business and to remain fully compliant, you have to assemble a great team. We are honored to join such a team in The Financial Engineering Institute’s Consortium of Expert Sourcing Firms.”

With this announcement, Sirote joins an arsenal of best-of-breed expert sourcing firms to provide services to the FEI’s network of wealth management firms, investment and insurance advisors, attorneys, and CPAs 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 law firm of Sirote & Permutt provides all clients, both large and small, including Fortune 500 corporations, family-owned businesses, and high net worth individuals, with exemplary representation across the firm’s practice areas and industries. Sirote proudly represents clients throughout the United States from our offices in Alabama and Florida. Sirote is also a member of the Law Firm Alliance, an international association of more than 50 law firms, which by membership gives the firm access to high quality legal professionals throughout the world. For more information, visit www.sirote.com.
 
The Financial Engineering Institute (FEI), headquartered in Orlando, FL, serves over 2,200 wealth management firms, investment and insurance advisors, Attorneys, and CPAs across the nation. The FEI helps these professionals harmonize the complex wealth of families and businesses through the organization’s WealthBlueprintingTM Process. FEI is also the governing body and grantor of the Chartered Financial Engineer (ChFE) professional designation. For more information about The Financial Engineering Institute, visit thefei.com or call 407.878.3520.