Engineer‑Grade Wealth Planning
Evidence‑based investing for analytical minds. Stress‑test your portfolio like an engineer, then align risk with your real‑world goals.
Trusted by engineers & builders
A Clear, Engineer‑Friendly Process
1) Diagnose
Stress‑test your current portfolio across regimes and failure modes.
2) Align Risk
Match drawdown tolerance and volatility to your goals and cash flows.
3) Iterate
Deploy a rules‑based portfolio and review with continuous feedback.
Portfolio Stress Test
Run scenarios (inflation, rate shocks, recessions) and see projected drawdowns and recovery times.
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Then Align Risk to Reality
Take our 5‑minute risk assessment to calibrate decisions to your true tolerance and timeline.
What Engineers Say
Clear process, quant focus, and real accountability.
Sam P.
Mechanical Engineer
The stress test revealed risks I didn’t see.
Priya R.
Software Engineer
I finally invest with the same rigor I use at work.
Luis G.
Civil Engineer
About Your Advisor
- CFP®, CFA, MBA, B.S. Electrical Engineering
- 20+ years in markets; engineer‑first planning ethos
- Fiduciary advice, transparent fees, evidence‑based process
FAQ
We run historical and hypothetical regimes to estimate drawdowns, volatility, and recovery profiles.
Transparent, tiered AUM or flat planning options. Add your fee table here.
Yes—secure video meetings and digital onboarding available.
Get In Touch
Questions? Ready to see your stress‑test results? Send a note and we’ll reply promptly.
- (555) 555‑0123
- advisor@yourdomain.com
- 1234 Main St, Your City
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