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Wealth Engineering, LLC
7373 East Doubletree Ranch Road, Scottsdale, Arizona, United States
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About the Wealth Engineering, LLC
Wealth Engineering, LLC is a finance institution located at 7373 East Doubletree Ranch Road in Scottsdale, Arizona. Led by founder and financial advisor David J. Fernandez, CFP®, Wealth Engineering is an independent, fee-only Registered Investment Advisor serving the greater Phoenix area. The firm is highly regarded by major news publications for its analysis on financial markets, trends, and forecasts.
As a Certified Financial Planner™ and fiduciary for clients, Wealth Engineering offers comprehensive Wealth Management services tailored to individual financial needs and life goals. Specializing in retirement planning, estate planning, Social Security and Medicare planning, college planning, tax planning, and risk management, the firm works with high net worth individuals seeking a financially successful retirement.
With a focus on providing financial peace of mind, Wealth Engineering's services include asset coordination with estate distribution wishes, personalized investment portfolios, Social Security claiming options, college savings strategies, risk evaluation, and tax-efficient investment options. Utilizing a global investment strategy, the firm creates diversified portfolios to achieve less volatile, risk-adjusted returns in a tax-efficient manner.
For those within five to ten years of retirement, recently retired, or experiencing a life transition, Wealth Engineering offers valuable guidance and expertise to help clients prioritize financial goals and achieve long-term financial success. Visit their office at 7373 E. Doubletree Ranch Rd. Suite 200 in Scottsdale for personalized financial planning and investment management services.
7373 E Doubletree Ranch Rd Unit 200, Scottsdale, AZ 85258, United States
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