Jonathan Duong CFA CFP

After advising hundreds of individual and corporate clients to help them navigate through complex investment, strategic, tax, and planning issues, I decided to launch my own wealth management firm. I founded Wealth Engineers to provide an alternative to the high costs and conflicts of interest of a typical financial advisor. Unlike most advisors, I don't sell any financial products and I don't accept any commissions. Instead, I serve as a trusted advisor, like a CPA or attorney. My only product is the professional, client-first advice and service I provide. I work with busy professionals, small business owners, and professional athletes to help them navigate through the unique financial challenges they each face and build a more confident path to achieving their goals. My clients hire me to help them: + Invest with confidence + Plan for retirement + Save for college + Ensure they are properly insured + Reduce their tax burden Along the way, I show my clients how to dominate their finances and live life to the absolute fullest. I am passionate about sharing a different approach to investing and professional financial advice. One that puts clients first and provides investors, no matter the size of their portfolio, with the highest probability of success (and the comfort of knowing they are likely to outperform the vast majority of other investors). If you are seeking unbiased advice about your investment portfolio or your financial situation, I would love to speak with you. Please give my office a call at (303) 500-3245 or email me at JDuong [at] WealthEngineersLLC.com.