Regulatory & Disclosure Information for Wealth Engineering, LLC. This website is provided as a service of Wealth Engineering, LLC. By accessing the website, you agree to the following terms and conditions:
RIA Registration: Wealth Engineering, LLC, is a Registered Investment Advisor with the State of Arizona. Wealth Engineering also has clients in several other states, but due to the fact that Wealth Engineering has less than six investment advisory clients in those states, Wealth Engineering, LLC, does not maintain a notice filing in such jurisdiction.
No Offer: Nothing on the website should be construed as a solicitation or offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. Wealth Engineering, LLC, does not render or offer to render personalized investment advice or financial planning advice through the website. Wealth Engineering, LLC’s, specific advice is given only within the context of our contractual agreements with each client. The website is limited to the dissemination of general information about Wealth Engineering, LLC, service offerings, and provides an alternative method for prospective clients to learn about Wealth Engineering, LLC and contact Wealth Engineering, LLC. Advice may only be rendered after the delivery of Form ADV-Part II, the execution of an investment advisory and/or financial planning agreement by the client and advisor, and the initial payment of the planning for by the client to the advisor.
No Reliance: While Wealth Engineering, LLC, uses reasonable efforts to obtain information from sources which it believes to be reliable, Wealth Engineering, LLC, makes no representation that the information or opinions contained in the website are accurate, reliable or complete. The information and opinions contained in the website are provided by Wealth Engineering, LLC for personal use and informational purposes only and are subject to change without notice. Nothing contained on the website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision. Wealth Engineering, LLC’s, specific advice is given only within the context of our contractual agreements with each client.
Linked Websites: When you access certain links on the website you may leave the website. Wealth Engineering does not endorse the content of such websites nor the products, services or other items offered through such websites. Any links to other sites are not intended as referrals or endorsements, but are merely provided to the users of the website for convenience and informational purposes.
Password-Protected Areas: Some of the material in the website notably under “Clients”, is password-protected and access to these areas is restricted to authorized users only. For example, the TD Ameritrade Institutional site is password-protected for Wealth Engineering, LLC’s, clients only. The user in password-protected areas is responsible for any use of the password and for maintaining the confidentiality of the password.