WEALTHTEC

Since January 2000, WealthTec has specialized in providing leading edge financial, tax and estate planning software solutions to professionals serving the ultrawealthy. Founding president, Howard L. Eisenberg, CPA/PFS, CFP®, CEPA®, CPWA®, CIMA®, RMA®, CTFA, CLU®, ChFC®, is a former financial and estate planning practitioner who has driven WealthTec to become a leader in the advanced financial and estate planning software industry. WealthTec has a stellar reputation for offering quality products and services at competitive prices... During the years he successfully served private business owners, corporate executives and other high-net worth individuals and families directly, Howard learned how to incorporate financial and estate planning analytics into the service delivery process in an optimal manner. The result of his unique vision is WealthTec Suite, the most sophisticated package of planning tools and presentations available for serving the ultrawealthy. This is the market segment..

Also known as: WealthTec LLC

Primary location: Fulton United States