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Follow on Google News | Wealth Engineers has launched to provide investors with an alternative that puts clients firstUsing award-winning, independent research and customized financial planning, company gives investors a clear advantage over “factory firms”
By: Wealth Engineers LLC At Wealth Engineers they work with a select group of clients, including entrepreneurs, busy professionals, and pro athletes, to give each client personalized, detailed advice and service. By applying independent, Nobel Prize winning investment research, the firm is able to provide individual investors with institutional- “I’m very excited to announce the launch of Wealth Engineers. I built the company from the ground up to put clients first. From the commission-free business model to our fiduciary commitment to advice, every aspect of our business was created with clients in mind. I call it Client First By Design,” said Jonathan Duong, CFA, President and Founder of Wealth Engineers Wealth Engineers advises clients in Denver, Los Angeles, and across the country. They are able to provide clients with personal service and honest advice, without the high costs of a typical financial advisor. Mr. Duong added, “I’m passionate about sharing a different approach to investing and professional financial advice. Our approach puts clients first and provides investors, no matter the size of their portfolio, with the highest probability of success.” About Wealth Engineers Wealth Engineers is a fee-only, independent Registered Investment Advisor (RIA) serving clients in Denver, CO, Los Angeles, CA, and across the country. We work with a select group of clients who desire an alternative to the high costs and conflicts of interest of a typical financial advisor. We specialize in helping busy professionals, small business owners, and professional athletes to navigate the unique financial challenges they each face and build a more confident path to achieving their goals. If you would like more information about this topic, please contact Jonathan Duong, CFA at 303-500-3245 or email at jduong@WealthEngineersLLC.com. End
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