New Book Names the “Seismic Shift” Reshaping High-Net-Worth Wealth Advisory—And Gives FusionPowered Advisors™ a Blueprint to Lead It

Orlando, FL — July 23, 2026 — The Wealth Engineering Institute, part of the Wealth Engineering Family of Companies, today announced the release of The Seismic Shift Within HNW Wealth Advisory, a new book by Nicholas L. Gregory, ChFOA, ChCCA, ChFBA, Founder and Chief Architect of the Wealth Engineering Discipline. The book argues that the advisory practices built to serve High-Net-Worth (HNW) families over the past half-century are no longer sufficient to meet what those families actually want—and lays out a step-by-step process for advisors to close that gap. Read more

STP’s ComplianceAdvisor Joins The Wealth Engineering Expert Sourcing Consortium

Lake Mary FL, July 7, 2026 – The Wealth Engineering Family of Companies (WE) today announced that STP’s ComplianceAdvisor Platform has joined its Expert Sourcing Consortium, complementing WE’s synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards. The partnership gives wealth advisors in WE’s universe direct access to a full-service compliance suite covering program management, marketing reviews, employee and client trade monitoring, vendor oversight, and regulatory reporting, services that have become increasingly complex and expensive for firms to manage in-house.. Read more

FairMarketValue Joins The Wealth Engineering Expert Sourcing Consortium

Orlando FL, June 30, 2026 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of FairMarketValue (“FMV”) as a core component of its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards. Read more

Allposit Joins The Wealth Engineering Expert Sourcing Consortium

Orlando FL, April 23, 2026 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Allposit as a core component of its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards. Read more

FamVault Joins The Wealth Engineering Expert Sourcing Consortium

Orlando FL, April 2, 2026 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of FamVault as a core component of its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards. Read more

CyFlare joins The Wealth Engineering Expert Sourcing Consortium as its Exclusive Managed Cybersecurity Partner

Lake Mary FL, March 12, 2026 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of CyFlare as an exclusive core cybersecurity partner within its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards. Read more

Vanilla Joins The Wealth Engineering Expert Sourcing Consortium as its Exclusive Estate Planning Technology Partner

Orlando FL, March 10, 2026 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of the Vanilla patented estate planning platform as a core component of its Expert Sourcing Consortium; synchronized with our other expert sourcing firms and our elastic infrastructures – The FusionPowered Wealth Advisor and OpenOption Practice Engineering Dashboards. Read more

Tamarix Joins The Wealth Engineering Expert Sourcing Consortium

Lake Mary FL, February 24, 2026 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Tamarix as a core component of its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards. Read more

Versoft Consulting Joins The Wealth Engineering Expert Sourcing Consortium

Lake Mary FL, February 5, 2026 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Versoft Consulting as a core component of its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards. Read more