Wealth Engineers

What types of clients does Wealth Engineers serve? Clients come from a wide range of backgrounds and are geographically located all around the country, including Denver. In addition, they tend to have one or more of the following characteristics: 1) They are mid-level to executive professionals, entrepreneurs and business owners, or retirees. 2) They are higher-income earning and need assistance with investing for the future, minimizing their tax burden, and/or planning around their family. 3) They understand the value of working with a fiduciary and are seeking a long-term relationship with a financial planner. What does a relationship with Wealth Engineers look like? + Fiduciary investment and financial planning advice + Low-cost, tax-efficient investment solutions + Industry-leading software that brings your entire financial world together in one place + A personal relationship with a thoughtful, experienced financial planner + Never any product sales or commissions. Wealth Engineers is a 100% fee-only financial planner. What kinds of things does Wealth Engineers help clients with? + Investment portfolio design and management + Reviewing insurance coverage and developing risk management plans + Planning and investing for college + Tax minimization planning and strategy + Maximizing your employee benefits + Social Security planning and maximization + Analyzing and making recommendations on your 401(k), 403(b), 457(b), or IRA