Now in its 17th successful year of operations, WealthTec specializes in providing leading edge financial and estate planning software solutions to professionals serving wealthy and ultrawealthy clients. Founding president, Howard Eisenberg, is a highly credentialed, former financial planning practitioner who has driven WealthTec to become a leader in the advanced financial and estate planning software industry.
During the years he successfully served business owners, corporate executives and other high-net worth individuals directly, Howard learned a great deal about incorporating financial and estate planning analytics into the service delivery process. The result of his unique vision is WealthTec® Suite, the most sophisticated package of planning tools and presentations available for serving the wealthy and ultrawealthy.
WealthTec Suite was created by someone like you, an experienced wealth planning advisor who serves an upscale, demanding clientele. Thus, nothing is lost in the translation between subject matter expert and software developer. As a WealthTec Suite user you can expect to have a great deal more modeling and presentation capabilities than you have ever had.
Elevate your wealth planning practice today with WealthTec Suite.
WealthTec proudly serves some of the most prestigious financial, accounting and legal services firms in the U.S.
By adding WealthTec Suite to your arsenal you'll be able to impress your clients and colleagues alike with a variety of in-depth illustrations and presentations covering sophisticated wealth planning concepts, techniques and scenarios.
We invite you to test drive our unparalleled wealth planning suite for the next 45 days free of charge. Use it to prepare for important upcoming meetings with valued clients and attractive prospects. We're certain that once you've put WealthTec Suite to the test you'll be convinced that nothing you have seen before compares.
Howard L. Eisenberg, CPA/PFS, CFP®, CGMA, ChFC®
Tel: (301) 725-1437
Fax: (301) 725-1593
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