ORLANDO, FL, UNITED STATES, August 13, 2026 /EINPresswire.com/ — Partnership gives wealth advisors access to a turnkey platform for developing, launching, and operating proprietary ETFs.
ORLANDO, FL, August 13, 2026 — The Wealth Engineering Family of Companies (WE) today announced that ETF Create has joined its Expert Sourcing Consortium, complementing WE’s synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards. The partnership gives wealth advisors in WE’s universe direct access to a full-service suite of ETF development, launch, and ongoing operational services, allowing firms to evaluate and pursue proprietary ETF strategies without building the necessary infrastructure internally.
“The addition of ETF Create strengthens WE’s Hub model,” said Nick Gregory, ChFOA, Founder and CEO of Wealth Engineering. “Advisors turning their investment strategies into ETFs is a wealth management tool we wanted to make available to the firms that we consult with.”
This major addition helps advisory firms evolve from AUM and product providers into holistic, fee-based solutions providers, closing what WE calls “HNW client offering blindspots” while streamlining the technology stack behind the practice.
“Joining the Wealth Engineering Expert Sourcing Consortium puts ETF Create in front of exactly the firms we are built to serve—growth-minded advisory firms with strong investment ideas but without the specialized infrastructure required to bring an ETF to market,” said Dan Mohr, Founder of ETF Create. “We help firms navigate the process from initial strategy evaluation through fund development and launch, and we stay involved afterward to support the fund’s ongoing operation.”
ETF Create joins WE’s growing arsenal of expert sourcing firms delivering specialized services, products, and technology to wealth management firms nationwide, a synchronized hub built on engineering principles for family and business wealth building.
About ETF Create
ETF Create helps investment advisers, wealth management firms, asset managers, and investment professionals develop and launch proprietary exchange-traded funds. Its services span initial strategy evaluation, fund structure and economics, service-provider coordination, regulatory and operational preparation, launch execution, and ongoing trading sub-advisory support. By coordinating the specialized parties and processes involved in bringing an ETF to market, ETF Create gives firms a more efficient and understandable path from investment concept to operating fund. Learn more at ETFCreate.com .
About The Wealth Engineering Family of Companies
Born 28+ years ago, the Wealth Engineering (WE) Family of Companies has evolved through an ecosystem of six affiliated firms to develop an elastic infrastructure for managing total wealth. It includes high-touch wealth advisory harmonized with high-touch wealth tech partner firms. WE provides a multi-disciplinary suite of consulting services for wealth management, multi-family offices, accounting, investment and insurance advisors nationally. WE fuses sound engineering principles with advanced knowledge, services, products and tech to create a synchronized hub for “client wealth building.” WE helps advisors grow organically by deploying new tactics and strategies as they evolve from “AUM/Product Providers” to “Holistic Fee-Based Solutions Providers”. WE helps rejuvenate the contours of advisory practices through coaching, training, marketing and HNW case design – FusionPowered Wealth Advisory and OpenOption Practice Engineering. WE is also the governing body and grantor of the professional designations – Chartered Wealth Engineer (ChWE) and Chartered Family Office Advisor (ChFOA). Learn more at: MyWEhub.com
Nicholas L. Gregory
The Wealth Engineering Family of Companies
+1 407-878-3520
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