Why WealthCounselWe believe that proper planning is the key to better lives. For clients, for their families, and for the professionals who serve them.
We equip professionals to serve their clients with the highest standard of practice excellence, and we measure that standard against everything we do. WealthCounsel is the only professional practice development company that consistently delivers a complete system of tools, continuing education, and professional resources that have been proven to help professionals build more profitable and rewarding practices.
Our drafting software packages are a key component in our formula for practice-building success. View demos of our flagship drafting software, WealthDocx, and our newest drafting system, BusinessDocx.
Whether you are an attorney seeking to increase your knowledge and efficiency, a financial professional interested in sharpening your skills and establishing relationships with competent attorneys, or a CPA seeking to deepen your knowledge of planning strategies and build effective relationships with other professionals, WealthCounsel is here to help you achieve your goals.
Since 1997, WealthCounsel has grown into a collegial membership body of thousands of professionals and is recognized as an industry thought leader. It almost goes without saying that membership in WealthCounsel will be one of the wisest investments you can make toward your future success.
As a member of WealthCounsel, we’ll equip you to build a thriving, efficient, and profitable practice. You’ll be prepared to change clients’ lives for the better, period.
To preview how we can partner with you and contribute to your success, contact a Membership Consultant or call us at 888-659-4069, ext. 819.