About Us

Nishil Patel - Owner & CEO of Wealthology

Nishil Patel has a deep passion for helping people master their money. With over a his experience in the financial services industry, Nishil has built his reputation on providing smart, strategic financial solutions that help clients build, grow, and protect their wealth.


He founded Wealthology with a simple but powerful mission: to demystify financial planning and bring real, practical wealth-building strategies to professionals, families, and business owners—no matter their starting point. His focus is on making wealth-building accessible, sustainable, and personal.


Nishil’s approach blends traditional financial wisdom with a modern mindset. By leveraging innovative tools, education, and a hands-on coaching style, he empowers his clients to make confident financial decisions that support their long-term goals. As a leader and mentor, he also works closely with advisors, helping them develop and scale practices that put client relationships first.


His philosophy is clear: everyone deserves a solid financial foundation, and with the right mindset and guidance, financial independence is within reach.

We Help Insurnace Entrepreneurs Scale Their Business with Unmatched Resources, Support and Partnership.

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Better Compensation

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Earn More

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Grow Faster

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Support

Why use Wealthology for my Independent agent and agency contracts?

What is Wealthology?

We are your team.  The most important factor in an agent's success or the growth of their existing practice is the team of professionals they decide to work with. Whether you as an agent or agency owner are fiercely independent or looking to become part of an existing team, no successful agent is an island. We will come along side you to help you grow, develop and meet the diverse challenges of being a financial professional or agency. Our business is built on an understanding that success is defined individually and, therefore, any successful plan must be based on your individual needs. Give us a chance to show you how we are a different kind of partner.


What do we believe about working with agents?

We believe in adopting a holistic approach to the practice of advisors and agents, recognizing that a successful business is built upon effectively managing various aspects. Our partnership offers concise and proven methods to organize your business, guiding you towards achieving your goals. The elements of how we work with agents are derived from successful case studies, industry research, and over two decades of interactions with top-tier advisors in the field. Through interviews, observations, and testing, we are thrilled to present you with the foundational pillars of success.

Our Strategy: Use Our 30+ Years Experience to your Advantage.

At OFG we strive to be absolutely unique in the insurance and financial producer marketplace. We understand that agents work with IMOs, AFMOs, GAs, or contract directly with insurance carriers to gain access to the products and marketing support that they need. This decision is generally based on weighing a variety of variables such as; compensation, business ownership, level of support, contracts, products and more.


Our agent focused philosophy provides resources to help agents grow their business regardless of distribution model, but more importantly we with integrity and transparency.  Our agents benefit from the ability to leverage our teams experience in a multitude of areas such as; large case expertise, marketing, business development, operational support, and so much more.

Find Out Why Independent  Agents are choosing Wealthology.

  • High Compensation Structure

    Compensation level is always in proportion to production, but with that being said we always start our Independent Agent Partners out at street level or above. If you are looking for a good contract level without the hassle we can provide it for you. If you have a history of production we can provide you almost any level you need as well.

  • Access Multiple Markets

    One of the major advantages with us  is that we have access to almost any contract an agent needs.  We can offer you a solution for life, annuity, health, P&C, and many other lines all under one umbrella. Rather than you taking to time to find those solutions on your own.

  • No Production Requirements

    It is that simple.  As an agent with us you are able to keep your above street level contract with us and market all carriers without the fear of losing a contract for non-production.  Welcome to the power of aggregation!

  • Mentorship & Partnership

     Working with a our team can offer a wealth of knowledge, wisdom, and guidance, helping to navigate the complexities of the insurance landscape. They offer insights into industry trends, best practices, and emerging opportunities, empowering mentees to make informed decisions and develop their skills. 

  • Concierge Support

    Support refers to a personalized and high-level of assistance provided to our agents, akin to the services offered by a concierge at a luxury hotel. 


    This support includes:


    Personalized Guidance: A concierge support team is available to offer one-on-one guidance, answering questions, providing expert advice, and helping agents navigate complex processes or decisions.


    Access to Resources: Access to a wealth of resources and tools that are specifically relevant to the agent's needs. 


    Customized Solutions: We understand that each agent is unique and may have specific requirements.


    Overall, we aim to provide a seamless and highly personalized experience, focusing on the specific needs and preferences of each agent. 

  • Ongoing Training

    We are not just a contracting house and are here to provide ongoing support and training so that you can continue to focus on the aspects that actually make you money. Let us worry about industry changes, carrier developments, etc.

  • Access to Discounted Marketing Services

    Finding good services at a price point that you can afford as an agent or agency is difficult, to say the least. We understand that these items have cost, we aren't interested in nickel and dimming agents. Your growth is our growth. Marketing services are merely a tool to help with that growth, but isn't where we want to make our profit from.