Questions, answered clearly.
Reference information for purchasing, delivery, support, privacy, cancellations, and refunds from WealthOps Engine LLC.
Products and pricing
What does each product cost?
The Executive Benchmark™ is $995. The Executive Intelligence Report™ is $2,995. The Quarterly Intelligence Membership™ is $499 per month.
Which product should I start with?
Most companies should begin with the Executive Benchmark™. It provides a focused baseline and Executive Decision Index™. The Executive Intelligence Report™ is designed for a deeper company assessment and a defined strategic decision.
Who are the services designed for?
WealthOps Engine LLC currently serves owners, CEOs, CFOs, and senior operators of U.S. commercial HVAC companies.
How is payment processed?
Checkout is processed through Stripe. WealthOps Engine LLC will not ask you to enter full payment-card information into a website contact form or the customer-help assistant.
Ordering and delivery
What happens after I purchase?
Complete the secure intake after checkout. WealthOps Engine LLC uses the intake to confirm the company, decision context, and delivery details. The delivery target begins after the completed intake is received.
How long does delivery take?
The Executive Benchmark™ has a target delivery of 2 business days after completed intake. The Executive Intelligence Report™ has a target delivery of 3–5 business days after completed intake. A material delay will be communicated using the purchasing email address.
How will I receive the deliverable?
Your professional PDF and related delivery instructions will be sent electronically to the authorized customer contact.
Can I review a sample first?
Yes. Visit the Sample Benchmark™ page to review the presentation approach before purchasing.
Research, privacy, and support
What information does WealthOps Engine LLC use?
Research may use public company and market evidence together with information you provide in the intake. Facts, estimates, and analytical judgments are separated and reviewed under the published methodology.
Is my information confidential?
Customer information is used to deliver the requested service and handled according to the Privacy Policy. Do not submit passwords, full payment-card data, or unrelated sensitive personal information.
Does the analysis guarantee business results?
No. WealthOps Engine LLC provides evidence-based research and decision support. It does not guarantee financial, operational, legal, tax, investment, or transaction outcomes.
How do I contact customer service?
Use the customer-service form. Include your name, company, purchasing email address, and a concise description of the issue so the request can be located and reviewed. Responses are sent from support@wealthopsengine.com.
Cancellations and refunds
Can I cancel before work begins?
Yes. Request cancellation promptly through the customer-service form. If customized research, analysis, or production has not begun, WealthOps Engine LLC will issue a full refund to the original payment method.
What if work has already begun?
Because the services are customized, fees are generally non-refundable after research, analysis, or drafting begins. However, WealthOps Engine LLC reviews duplicate charges, failed delivery, and credible claims that a deliverable is materially defective or materially different from the purchased description. When appropriate, the resolution may include correction, replacement, service credit, partial refund, or full refund.
How quickly are refund requests reviewed?
WealthOps Engine LLC will acknowledge a properly submitted request and review the order status and relevant facts. Approved refunds are returned to the original payment method; the financial institution controls when the credit appears. Processing time can vary by bank or card issuer.
How do I cancel a membership?
Submit the customer-service form from the purchasing email address before the next billing date. Cancellation stops future renewals. Access generally continues through the current paid billing period, which is normally non-refundable unless required by law.
How do I request a refund review?
Use the refund and cancellation form and provide the purchaser name, purchasing email, company, product, purchase date, and reason for the request. Do not include a full card number, password, or other sensitive information.