For nearly 20 years WealthTec has specialized in providing leading edge financial and estate planning software solutions to professionals serving the ultrawealthy. 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 ultrawealthy.
WealthTec Suite was created by someone like you, an experienced family 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.
IMPORTANT NEWS: Updated for the Tax Cuts & Jobs Act of 2017.
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®, CTFA®, ChFC®
Tel: (301) 725-1437
Fax: (301) 725-1593
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