Wealth Engineering is an independent, fee-only Registered Investment Advisor serving the greater Phoenix area. Wealth Engineering was founded by financial advisor David J. Fernandez, CFP®. The firm is located in Scottsdale, Arizona with an additional office in Glendale.
As a Certified Financial Planner™ and fiduciary for our clients, our comprehensive Wealth Management service is a combination of ongoing investment management and financial planning services tailored to your specific financial needs and life goals. Our comprehensive service provides great value for those who are within five to ten years of retirement, recently retired or experiencing a life transition.
Financial planning services may consist of retirement planning, estate planning, Social Security and Medicare planning, college planning, tax planning and risk management.
We work with a select group of high net worth individuals who want to experience a financially successful retirement. The key benefits we provide to our clients are:
- Bring clarity and confidence to your financial life goals.
- Serve as a sounding board to help you make prudent financial decisions.
- Simplify the complex and bring order to your financial life.
- Bridge the gap between where you are now financially to where you want to be.
- Remove the responsibility and burden of managing and coordinating your financial affairs, allowing you the opportunity to focus on those things most important to you, such as family, friends, personal interests, life goals and travel.
In short, we help provide financial peace of mind.