Wealth Engineering
Wealth Engineering is an independent, fee-only Registered Investment Advisor (RIA) dedicated to building “financial peace of mind” for its clients in the greater Phoenix and Scottsdale areas. Founded by Certified Financial Planner™ David J. Fernandez, the firm serves as a fiduciary, committing legally and ethically to act in its clients’ best interests. Their comprehensive Wealth Management service integrates ongoing investment management with tailored financial planning for high-net-worth individuals. The firm’s ideal clients are those approaching retirement, recently retired, or undergoing significant life transitions, seeking to simplify complexity and gain clarity and confidence in their financial future.
The comprehensive service offering addresses all key facets of a client’s financial life, ensuring all goals are prioritized and aligned with available resources. Financial planning services include complex areas such as retirement planning, estate planning, Social Security and Medicare planning, tax planning, and risk management evaluation. In terms of investment management, the firm utilizes a global investment strategy to construct diversified portfolios that are customized to the client’s specific needs, time horizon, risk tolerance, and tax situation, with the goal of providing less volatile, risk-adjusted returns in a long-term, tax-efficient manner.
The primary benefit Wealth Engineering delivers is removing the burden of managing and coordinating complex financial affairs, allowing clients to focus on what matters most, such as family, personal interests, and life goals. By acting as a strategic sounding board, the firm helps clients make prudent financial decisions and bridges the gap between their current financial state and their desired future. This dedication to a client-centric, fiduciary-led approach has positioned the firm as a trusted advisor, frequently sought after by major news publications for its analysis on financial markets, trends, and forecasts.
Contact Info:
Address: 7373 E. Doubletree Ranch Rd., Suite 200, Scottsdale, AZ 85258
Phone: (480) 296-2042
Email: info@wealth-engineering.com
Website: wealth-engineering.com
