Nicholas Gregory's Contact Details

Nicholas Gregory's Company Details

The Wealth Engineering Family of Companies

N/A, N/A, US • 5 - 9 Employees
Financial Services

Home to over 2,200 TopTier Wealth Advisory Firms receiving:Coaching • Training • Marketing • Case Design • Niche Client Marketing • Advanced StrategiesAs 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 FirmsSynchronizing 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)