Lake Mary, FL, September 25, 2024 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Lionsmark Capital as an exclusive core component of its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructure – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards.

“We are excited to include the Lionsmark Capital comprehensive premium financing solution,” said WE Founder and CEONick Gregory, ChWE. “The Lionsmark team’s expertise and proven approach in helping wealth and investment management firms provide their clients the much needed future liquidity – to fund the 40% in estate taxes – is beyond anything I have ever seen in the premium financed life insurance space. Lionsmark’s services will be offered to our universe of 2,150+ TopTier wealth management firms and multi-family offices, as well as CPA and broker-dealer firms that my organization consults with. Lionsmark will further enhance our efforts in transforming firms into a true total wealth management dimension; modernizing their practice ecosystems at scale to deepen organic growth and enhance profitability and value.”

The WE Fusion Powered Wealth Advisory model transforms firms from “AUM/Product Providers” to“Holistic Fee-Based/AUM Solutions Providers,” while streamlining technology and bridging “HNW Client Offering Blindspots”.

“We appreciate the warm welcome into The Wealth Engineering Expert Sourcing Consortium and channeling our expertise toward their impressive universe of wealth management firms,” said Darren Sugiyama, founder and CEO of Lionsmark Capital. “At Lionsmark, we are dedicated to supporting advisory firms to transparently show their clients mathematically indisputable solutions, with no embellishment or hype. The math either works, or it doesn’t work, and so we are dedicated to showing clients the mathematical truth when it comes to estate tax funding, as well as tax-efficient retirement income solutions. Our commitment to delivering trustworthy advice, timely and relevant insights ensures that advisors can trust Lionsmark Capital to give their clients the white glove treatment, while always showing them backtested and stress-tested comparisons they can count on.”

Lionsmark Capital’s founder and CEO, Darren Sugiyama will be a featured presenter at The Wealth Engineering Institute’s Upcoming FusionPower Conference, to be held in Orlando, Fla., November 13-15. To learn more about the event, you can visit: events.thefei.com

With this announcement Lionsmark Capital joins the Wealth Engineering arsenal of best-in-class expert sourcing firms that provide a vast array of services and products to Wealth Engineering’s network of wealth management firms across the nation. The result is the fusion of advanced knowledge, experience, services, products and technology with sound engineering principles to create a synchronized hub for family and business wealth building.

About Lionsmark Capital
Founded by 12-time author Darren Sugiyama, Lionsmark Capital works with financial advisors, CPAs, estate planning attorneys, and family offices all over the country, providing the most transparent solutions in the area of premium financed life insurance. Their proprietary back-testing software and stress-test modeling is unparalleled in the financial service industry. Lionsmark Capital has seven different premium financing loan models, each one specifically designed for a specific type of client, based on their net worth, liquidity, risk tolerance, and a number of different financial qualifications. In addition, their lending platform includes eighteen different banks, allowing them to find the client the very best loan terms and lending rates. Darren Sugiyama’s published books are currently being distributed in 14 different countries outside the United States, including Premium Financed Life Insurance – The Key To Effective Estate Tax Planning and IUL For Aspiring Know-It-Alls. Learn more at LionsmarkCapital.com

About The Wealth Engineering Family of Companies
Born 46+ years ago, the Wealth Engineering (WE) Family of Companies has evolved through an ecosystem of six affiliated firms to develop an elastic infrastructure for managing total wealth. It includes high-touch wealth advisory harmonized with high-touch wealth tech partner firms. WE provides a multi-disciplinary suite of consulting services for wealth management, multi-family offices, accounting, investment and insurance advisors nationally. WE fuses sound engineering principles with advanced knowledge, services, products and tech to create a synchronized hub for “client wealth building.” WE helps advisors grow organically by deploying new tactics and strategies as they evolve from “AUM/Product Providers” to “Holistic Fee-Based Solutions Providers”. WE helps rejuvenate the contours of advisory practices through coaching, training, marketing and HNW case design – FusionPowered Wealth Advisory and OpenOption Practice Engineering™. WE is also the governing body and grantor of the professional designations – Chartered Wealth Engineer (ChWE) and Chartered Family Office Advisor (ChFOA). Learn more at: nick@MyWEhub.com  MyWEhub.com  407.878.3520