Wealth Engineers

Jonathan is extremely knowledgeable and an absolute pleasure to work with. He is creative and customized a plan specific for my wife and I. I look forward to using his expertise and services in planning for 2016 and beyond. Highly recommended.

Knowledgeable, friendly, and simply the best in the business

Jonathan did a great job of meeting my needs, explaining things in a way that I could easily understand and giving me the tools to make the best financial decisions for myself. He is a wonderful resource and always was concerned for my best interests. I trust his advice and give the highest recommendation.

Jonathan has been nothing but helpful and trustworthy. I can count on him to get his honest opinion in any financial situation. Being a professional athlete, I have been hit up by many financial advisors asking to manage my money, but all had a «sleezy» feel, until I met Jon. I have never felt more confident about my financial future and would recommend him to anyone who is serious about setting, and reaching financial goals.

I highly recommend Jonathan. The fact that he is a fiduciary was an attractive aspect for my wife and I. I believe that Jonathan takes that title extremely serious and he is truly looking out for the best for our family. I can really tell that Jonathan’s advice and guidance is really tailored to us as a couple and our goals. He really takes the time to educate both my wife and I about all the recommendations or options that we ask him about. He wants to make sure that we understand what we are basing our decision off of, instead of just saying «listen to me, I know what’s best for you». He is extremely bright and has a great wealth of knowledge. I have talked to other financial people and Jonathan is definitely one of the most knowledgeable I have ever met. I, myself, was a business major in college and know that Jonathan is a very well-​educated and knowledgeable person in the finance realm.
He has helped a great deal in our future planning. We are a young couple and while I know some about finance, it is sometimes overwhelming thinking about saving for retirement, kids, house, and the future etc. Jonathan has helped us sort through these significant (future) events and really takes a «backwards» approach in that he looks at what our goals are in life, and then helps us develop a plan to get there. He definitely tailors to our needs and sets up a couple tasks to do each time we have a meeting. We are currently setting up retirement accounts, and insurance to ensure that we are covered and our family is taken care of in case of an unfortunate event and Jonathan is helping us every step of the way.
There are many times I’ve contacted him to ask him questions about my health insurance, life insurance, 401k stuff and he is extremely prompt in responding. I have asked Jonathan about some investment advice and he was more than happy to provide suggestions. Also, he never pressures you to do anything you do not feel comfortable with. He offers suggestions and things to think about but really lets you call the shots with his help. You can literally ask him about anything, and he provides a careful and well-​thought out response. I know that sometimes I’ve asked financial people about certain investments, and they provide very hasty and impulsive advice — sometimes they provide a «one-​way» solution. However, I have found that Jonathan always refers back to our goals and ensures that whatever decision we are making align with what we want in life. He places the options in front of you, provides the pros/​cons through his research and provides recommendations based on our needs and wants. Jonathan has added so much value by helping us organize our life, make financial decisions, help us save money, and so much more.
Lastly, I think one of the greatest things I have noticed about him is that he truly enjoys what he does and genuinely wants to help us get things organized so that we are set up for our future.