Wealth Engineering is an independent, fee-only Registered Investment Advisor based in Scottsdale, Arizona. Founded by financial advisor David J. Fernandez, CFP, the firm offers comprehensive wealth management services tailored to clients' specific financial needs and life goals, including retirement planning, investment management, financial planning, estate planning, and risk management.
With a focus on providing financial peace of mind, Wealth Engineering serves a select group of high net worth individuals in the greater Phoenix area, helping them bring clarity and confidence to their financial goals, simplify the complexities of their financial lives, and bridge the gap between their current financial situation and their desired future. Through their global investment strategy, the firm aims to create diversified portfolios that offer less volatile, risk-adjusted returns in a tax-efficient manner.
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