The Wealth Engineering Family of Companies Information

Home to over 2,200 TopTier Wealth Advisory Firms receiving: Coaching • Training • Marketing • Case Design • Niche Client Marketing • Advanced Strategies As a component of the Wealth Engineering Family of Companies, we are harmonized to surround the ever-changing needs of managers of complex wealth in better serving their affluent and business owner clients. We provide innovative turnkey solutions for: Custodial Firms • Broker/Dealers • IMOs • Family Offices • Insurance Professionals Non-Profits • Wealth Management Firms • Legal and Accounting Firms Synchronizing with the Ecosystems of Families of Wealth, Advisors can brand, position and differentiate themselves in order to deal with the entire "financial life support systems" of clients - "Engineering dreams into life" We understand that exponential innovation breeds obsolescence and that Advisors must embrace innovation or face extinction. Advisors can innovate into a new Wealth Management Dimension: Wealth Engineering - fusing advanced knowledge, experience, services and products with sound engineering principles to create a synchronized hub for family and business wealth building. The firm is the governing body and grantor of the following professional designations: - Chartered Wealth Engineer (ChWE), - Chartered Family Wealth Advisor (ChFWA) - Chartered Family Business Advisor (ChFBA) - Chartered Charitable Capital Advisor (ChCCA)