• “Go confidently in the direction of your dreams. Live the life you have imagined.”
    Henry David Thoreau

  • “Good fortune is what happens when opportunity meets with planning.”
    Thomas Edison

  • “If you can dream it, you can do it.”
    Walt Disney

  • “Wealth is the ability to fully experience life.”
    Henry David Thoreau

  • “If we command our wealth, we shall be rich and free.  If our wealth commands us, we shall be poor indeed.”
    Edmund Burke

Welcome to Wealth Engineering.

You are one step closer to experiencing financial peace of mind.

We all have retirement dreams.  You may feel that planning for your dream has become increasingly challenging in our complex financial world.  Markets have become incredibly volatile and economic uncertainties have increased.  The media continuously sends mixed messages touting expert after expert with wildly different forecasts and recommendations.  Your current “financial advisor” may be more focused on financial product sales and his/her commissions rather than providing independent, conflict-free, sound advice as a fiduciary. How is one to plan for their dreams when they are constantly being bombarded with all of these mixed messages and misguided strategies?

We can help.

Wealth Engineering, is a Registered Investment Advisor located in Scottsdale, Arizona with a satellite office in Glendale, Arizona.   Wealth Engineering, was founded by Dave Fernandez, CFP®, a Phoenix native.  We provide fee-only financial planning and investment management services. We utilize a global investment strategy to create diversified portfolios with the intent to provide less volatile, risk-adjusted returns in a long-term, tax-efficient manner. The core of our asset allocation approach is structured with low-cost index and active managed mutual funds and ETFs (Exchange Traded Funds).

Financial planning services are available for those in need of more than portfolio management. You may have concerns about retirement planning, estate planning, college funding, retirement distribution options, saving strategies, wealth preservation and risk management. We have engineered a detailed and disciplined financial building block process to bring all areas of your financial life together into an actionable plan to help you obtain long-term financial success.

Learn more about our financial planning and investment management services.