Envestnet Wealth Solutions Team

Envestnet Wealth Solutions Team
Awareness | Education | Adoption | Implementation
A team of specialists committed to delivering the Intelligent Financial Life™ to financial professionals to help grow their business through a consultative based approach and provide guidance on the solutions available through Envestnet’s financial wellness ecosystem to help address their clients’ needs.
Exclusively advising on Envestnet’s range of Wealth Solutions.
Insurance
Protection solutions including annuities and structured notes` to help close the income gap for your clients in retirement
Credit
Liability management that integrates with asset management to create new opportunities for your business and help clients achieve financial wellness
Trust
Solutions to simplify the wealth planning process and seamlessly support the future transfer of a clients’ wealth
Investing
Goals-based strategies to address the full life cycle of advice for your clients through a single-integrated-platform
Health
Game-changing platform for attracting and retaining Medicare-eligible clients
Alternatives
Investment strategies that may deliver greater return potential or greater portfolio diversification.

To learn more about the Envestnet Wealth Solutions team or for individual client case support, please contact us below.