Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Press Release Wharton Advisors Corporation Teams up with The Wealth Engineering Family of Companies |
Issued by WealthEngineering Mar. 24, 2021 |
Orlando Florida – The Wealth Engineering Family of Companies (WE) is pleased to announce its selection of Wharton Advisors as its preferred provider for offering Longevity Capital Consulting Services to its network of over 2,100 Wealth Management, CPA, Insurance and Law Firms encompassing 8,400+ TopTier Advisors. “We are excited to include Wharton Advisors as an exclusive provider within our Expert Sourcing Consortium,” said WE CEO and Managing Partner, Nick Gregory, ChWE, CEBA, ChCCA. “Understanding and dealing with this specialized form of Capital is an important element when consulting with successful families and their wealth ecosystems. The national presence and expertise of Wharton Advisors is a natural fit for our team.” About The Wealth Engineering Family of Companies: The Wealth Engineering Family of Companies provides a multi-disciplinary portfolio of situational consulting to over 2,100+ wealth management, accounting, investment, insurance and law firms across the nation. WE 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. WE is also the governing body and grantor of the Chartered Wealth Engineer (ChWE) professional designation. Learn more at theWEInstitute.com or call 407.878.3520. |
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