Since January 2000, WealthTec has been providing advanced financial and estate planning software solutions to professional wealth advisors serving high-net worth clients. Founder and President, Howard Eisenberg, is a highly credentialed, former financial and estate planning practitioner who has driven WealthTec to become a leader in the field of financial modeling.
During the years he successfully served business owners and corporate executives directly, Howard learned a great deal about incorporating financial and estate planning software into the service delivery process. The result of his unique vision is WealthTec® Suite, the most sophisticated package of financial and estate planning tools and presentations available.
WealthTec Suite was created by someone like you, an experienced advisor who serves an upscale, demanding clientele. Thus, nothing is lost in the translation between the subject matter expert and the 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.
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 covering the key financial and estate planning areas, 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®, CLU, ChFC
Tel: (443) 535-8675
Fax: (443) 535-8676
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