Create fresh revenue and profit silos while enhancing client acquisition and retention.
Easy Interface Solutions
An Elastic Infrastructure
TopTier Advisors
Multi-Family Office Execs
Insurance & Investment Pros
Retirement and Estate Planners
Wealth Managers
Attorneys and CPAs
RIAs • RRs • OSJs
Evolving from AUM/Product Provider" to "Holistic Fee-Based Solutions Provider".
Bridge Your Wealth Planning GAPs
Adjacent to Disney World
1900 E Buena Vista Drive, Lake Buena Vista, Florida 32830
Launch Pad Reception:
5:00 - 7:00
Breakfast: 7:30 - 8:30
Sessions: 8:30 - 6:00
Lunch: 12:00 - 1:00
Reception: 6:00 - 8:00
Breakfast: 7:30 - 8:30
Sessions: 8:30 - 3:00
Lunch: 12:00 - 1:00
Conclusion
"Add new wealth advisory ingredients to your products, tech stack and services mixing bowl"
Transform Into A New Wealth Management Dimension - Wealth Engineering
Rejuvenate The Contours Of Your Firm - Become More Agile - Magnify Success
Fuse advanced knowledge, services, products and wealth tech with sound engineering principles
Nationally Renowned Experts — Unveiling Hands-On, Cutting-Edge Knowledge
"Future-Proofing Wealth Advisory Practices in the New Age"
“Fortify your client value proposition by fusing new services and products into your offering . . .
Bridge wealth planning gaps with snap-on solutions”
High-Touch Wealth Advisory Hub Synched With High-Touch Wealth Tech
The Platform's elastic infrastructure accommodates
family
net worth's
from $5 Million to $5 Billion
High-Touch Wealth Advisory Harmonized
With High-Touch Wealthtech
"Recalibrate your practice ecosystem
to enhance success"
407-878-3520
Nick@MyWEHub.com
MyWEHub.com
Mailing Address:
265 Terracina Drive
Sanford, FL 32771
National Headquarters:
255 Primera Blvd., Suite 160
Lake Mary, Florida
Adam is co-founder and CEO of Alta Trust. Prior to Alta Trust, he co-founded and successfully exited RIA and TPA firms. Now, he is recognized as a leader in the financial services industry who brings innovative ideas to the investment community. His dynamic scope of experience allows him to provide strong strategic guidance to investment advisors. Adam is passionate about helping investment advisors do the right thing for their clients and themselves. Adam craves win-win deals where everyone walks away smiling. Adam, his wife, Nicole and their four kids live in Colorado, where they enjoy hiking in the Rocky Mountains.
Enrolled Agent, David Stone is the founder and president of IRS Solutions Valencia, Inc. Having graduated from Cal State Northridge (a.k.a. Harvard of the West) he is also a two time Bestselling author of “Tax Breaks for the Rich and Famous” and “The Great Tax Escape”. While David was still in college, he started working as a Revenue Officer for the IRS, thinking that it would be temporary, he stayed there for 14 years. David was a knowledge seeker so he volunteered for odd jobs others did not want to do; including working the lien desk and becoming an Offer in Compromise (OIC) specialist. Tired of seeing people being ripped off and not being represented in their best interest, David founded IRS Solutions Valencia to assist them in resolving their IRS-related issues.
Rob leads the Business Resource Network practice of the BDO Alliance USA which provides consulting and business services to the Clients of BDO USA and its 260+ alliance firms across the country. He holds a Bachelors Degree in Economics Ursinus College and an MBA from the University of Maryland.
As founder and CEO of Three Crowns Copywriting & Marketing, a branding and content studio, Johnny and his Team help launch, grow, and scale companies impacting the world through financial technology and advice. Johnny got his start in wealth management at Orion Advisor Technology, where he managed one of their client onboarding units before becoming Orion’s Marketing Content Coordinator. He then served as Director of Content Design at Mineral Interactive prior to launching Three Crowns. Outside of work, he spends his time reading poetry, playing guitar, and looking for new outdoor adventures with his wife, three children, and dog.
Having founded The Wealth Engineering Institute back in 1996, Nick and his colleagues have utilized the Institute’s Wealth Engineering Platform and a plethora of other resources to engineer the core entities that make up the Wealth Engineering Family of Companies as an ecosystem for Wealth Advisors and their clients. The vast array of services of his Family of Companies are harmonized to surround the ever-changing needs of managers of wealth and their clients. Nick holds a Bachelor of Science degree in Business Administration from Ball State University with minors in Economics and Finance. Mr. Gregory is a member of the Financial Planners Association, The Partnership for Philanthropic Planning, The Charitable Capital Advisory Council and is Chairman of the Board of Trustees of Give Back Nation.
Paul previously served as the Chief Information Security Officer for an independent Broker-Dealer with billions of dollars in assets under management and thousands of Advisors spread across the United States as well as a major defense contractor providing logistical services. Paul has been a part of several FINRA and SEC Cybersecurity sweeps and examinations and maintains a deep understanding of the regulatory requirements associated within financial institutions as well as prioritizing risk remediation activates. With a sister company operating in the tax preparation space and a large majority of Advisors having a separate tax practice Paul has a deep understanding of the IRS requirements set forth in the Strategic Threat Assessment & Response (STAR) work group to help protect taxpayers and the integrity of the tax ecosystem. Paul helps educate Advisors on security requirements that are present to both their businesses by drafting policies and procedures that are closely aligned to meet both business needs. Paul was also a 2016, 2015, 2014 & 2013 EC-Council Certified Chief Information Security Officer of the Year Finalist and was presented with the Excellence in Finance Leaders Award in recognition of his contributions to the Finance Industry at the 2019 FiNext Conference.
Paul holds a Master of Science in Management with a concentration in Information Systems Security and a Bachelor of Science in Business Administration in Information Technology from Colorado Technical University. Paul has also served on a variety of Advisory Boards for information security related topics and has a deep dedication to the information security community by mentoring other security professionals.
Paul honorably served in the United States Air Force as a Special Agent and has an extensive physical and information security background from his time spent as an Agent.
Russell’s unique mastery of tax and equity compensation is tightly integrated with his background in the financial life planning movement. He developed his skillsets working with several high-end financial planning firms and is passionate about helping people make informed decisions by understanding the trade-offs implicit in life’s decisions.
Co-founding and leading Zocks for over two and a half years, we've pioneered a privacy-first AI platform for financial services that revolutionizes data capture from conversations. This role has allowed me to leverage my skills in AI, enterprise and fintech Platforms, as well as Go-to-market Strategy.
Prior to Zocks, I've held executive product and technology roles at Twilio, Hearsay Social and Microsoft after graduating with a Bachelor of Applied Science (B.A.Sc.) focused in Electrical Engineering from University of Waterloo.
Parker Ence is the cofounder and CEO of Jump, the AI Meeting Assistant for Advisors. In his role, he works daily with RIAs every day, helping them apply practical and safe AI tools to reducing meeting admin time and elevating client and advisor experience. Prior to cofounding Jump, Parker was CEO of a data and AI company, and also has spent time on an AI team at Google Cloud. Parker holds an MBA from Stanford Graduate School of Business.
Jump, the Advisor's AI Assistant, cuts advisor time spent on notes, tasks, and CRM meeting compliance by 90%, freeing you to serve more clients or get home early. Be 100% present in meetings while Jump's AI Assistant takes notes, generates tasks, and drafts client emails in your style — all in 5 min, not 45. Sync notes and tasks to CRM (Salesforce, Wealthbox, Redtail) with one click. Built for financial advisors, customizable, secure and compliant.
Ryan is a visionary in the world of advanced tax strategy and wealth
management. With roots in Indiana and a career spanning nearly two decades,
Ryan has emerged as a transformative figure in the financial services industry.
His journey began in 2006, and since then, he has consistently pushed the
boundaries of what's possible in financial planning and tax reduction.
As the Founder and Managing Partner of S.W.A.N. Virtual Family Office (VFO),
Ryan leads a team dedicated to revolutionizing wealth management for
high-net-worth individuals, successful business owners, and high-wage earners.
His approach is far from conventional – Ryan believes in taking a few steps
back to see the complete financial picture, allowing him to craft the most
comprehensive plans his clients have ever encountered.
Ryan's expertise has not gone unnoticed. He has been featured in The Wall
Street Journal and has garnered numerous accolades, including recognition as
one of the nation's top Advanced Tax Strategists at the Money 2.0 conference in
2022. In 2023, he was named the Top Retirement Planner for the State of Indiana
by Wealth & Finance Magazine and received the prestigious CREA Global award
for his innovative thought leadership in Finance & Tax.
What sets Ryan apart is his holistic approach to financial planning. He doesn't
just focus on one aspect of wealth management; instead, he orchestrates a
symphony of services including advanced tax planning, legal and risk mitigation
strategies, innovative insurance solutions, financing, real estate guidance,
and business advisory. This multifaceted approach allows him to uncover
opportunities that others might miss, often saving his clients millions in
taxes while simultaneously building their wealth faster.
I specialize in helping retirement plan professionals with solutions that impact their bottom line and make a difference in the lives of their clients.
With over 30 years of industry experience helping financial advisors and consultants implement proven strategies that help them grow their business, I have perspective on how elite advisors run a successful practice. As a result, my advisors view me as a valuable resource. Over the past year, I developed a new LinkedIn Marketing Strategy Program by utilizing customized formulas to help advisors and consultants effectively reach decision makers from companies. This is an unique program that has had significant success with the retirement plan professional community.
Jim is President and founder of InCap Group, Inc. He is responsible for the overall development and direction of the firm. He participates in every client assignment. Earlier in Jim’s tenure at InCap Group, he managed a fund administration, fund accounting, and transfer agency business that specialized in providing services to mutual funds.
Prior to founding InCap, Jim served as the Chief Administrative Officer of Legg Mason’s Asset Management operations. During Jim’s tenure at Legg Mason, the firm’s assets under management increased by more than six-fold and Legg Mason was transformed from a regional broker-dealer and asset manager to one of the 20 largest asset management firms in the U.S. Jim’s responsibilities included oversight of Legg Mason’s Asset Management businesses, M&A activity and product launches. Previously, Jim was Legg Mason’s Associate General Counsel.
Earlier in his career, Jim practiced corporate and securities law at Covington & Burling in Washington, D.C. Jim has served on the Board of the Forum for Investor Advice and the Board of the Historic Charles Street Association and has been a member of the Institutional Investor’s International Mutual Fund Institute. Additionally, he has taught the Mergers and Acquisitions course at the University of Maryland School of Law. Jim is a graduate of Yale Law School (Editor of the Yale Law Journal) and Franklin & Marshall College (Phi Beta Kappa, with Departmental Honors in Government and History).
John Pileggi is an Executive Manager of Global and Diverse Financial Services Organizations, including Investment, Wealth & Asset Management, Mutual Funds, Exchange Traded Funds, Collective Funds, Banking, Trust, Retirement, Insurance, Alternatives (Hedge & Private Equity), Brokerage, Crowd Funding, Donor Advised Funds, Financial Planning and FinTech. John Pileggi's Specialties: Retail and institutional financial services including brokerage, wealth management, hedge funds, mutual funds, banking and asset management.
Theron is an Associate on the investment banking team at InCap Group. He supports the firm’s M&A and valuation assignments.
Prior to joining InCap, Theron worked for Hightower Advisors, supporting the firm’s team in Wayne, PA. In this role, he conducted securities research, market research, and data analysis to help the firm’s advisors and clients effectively evaluate and monitor portfolio risk.
Theron holds a Master of Science in Finance and a Bachelor of Arts in Economics from Villanova University, where he also played on the varsity baseball team.
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