Wealth Engineers, LLC

Wealth Engineers provides comprehensive wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, corporations, and small‑business retirement plans. Its services include discretionary investment management, ongoing and project‑based financial planning, and retirement‑plan consulting and fiduciary support for plan sponsors.

The firm’s investment process emphasizes low‑cost, diversified mutual funds and ETFs and is grounded in modern portfolio theory, efficient‑market assumptions, and factor research such as the Fama‑French model; portfolios are implemented with a long‑term asset‑allocation focus and tax‑aware transitions for legacy positions. Clients receive an Investment Policy Statement and periodic reviews, and the advisor offers two service tiers that bundle discretionary management with varying levels of planning deliverables and reporting.

Noteworthy for a firm of its size, Wealth Engineers combines asset‑based portfolio management with a standardized ongoing planning fee schedule and tiered service packaging that can reduce planning fees for clients who meet certain asset thresholds, while still accommodating limited standalone or legacy arrangements. The firm also provides outsourced CFO/business consulting and both 3(21) and 3(38) retirement‑plan fiduciary services, and manages roughly $118 million across a modest client base—signaling a mix of integrated planning, business advisory, and plan‑level fiduciary capabilities that is less common among peers.