Primary Contact
Howard L. Eisenberg, CPA/PFS, CFP®, CDFA®, CEBS®, CPWA®, CIMA®, RMA®, CTFA
President
WealthTec LLC
11446 Iager Blvd | Fulton, MD 20759
Tel: (301) 725-1437 | Fax: (301) 725-1593
Email: howard@wealthtec.com
WealthTec Suite Demo
We invite you to use our advanced planning software for 45 days free of charge. The demo edition has all of the features available in the standard edition. Therefore, we encourage you to use the application to build not only hypothetical cases but real ones. The projects you build during the trial period are preserved, so they’ll be accessible when you purchase the software and install the standard edition.
WealthTec PlanXPRT
In addition to taking the trial version of WealthTec Suite for a spin, consider whether WealthTec can support your wealth advisory practice through its PlanXPRT service. When you submit your demo request to howard@wealthtec.com, indicate that you’re interested in discussing this service by adding questions and/or comments to your message.