Solutions Built Around You
TAX STRATEGY & CREDITS
We unlock hidden value and cash flow through: – Cost Segregation Studies – R&D Tax Credits – Energy Incentives (179D / 45L / C-PACE) – Incentive Opportunity Reports – No-Fee 1031 Exchanges.
>> Discover Your Tax Savings
REAL ESTATE & CAPITAL SOLUTIONS
Maximize your investment lifecycle through: – Equipment & PACE Financing – Land Preservation & Green Credits – Real Estate Investing & Valuations – Alternative Investment Strategies.
>> Explore Capital Opportunities
WEALTH & BUSINESS ADVISORY
Align your business and personal growth goals with: – Wealth Management Strategies – Aviation & Asset Structuring – Cash Yield Optimization – Business Credit, Payroll & HR – Offshore Accounting
>> Start a Weath Strategy Call
INSURANCE & RISK MANAGEMENT
>> Schedule a Risk Review
Cost Segregation & Tax Credits
Energy Incentives (179D / 45L / C-PACE)
R&D Tax Credits
1031 Exchanges (No-Fee Model)
Insurance & Risk Mitigation
Aviation, Equipment, Real Estate & Wealth Planning
TAX STRATEGY & CREDITS
We unlock hidden value and cash flow through: – Cost Segregation Studies – R&D Tax Credits – Energy Incentives (179D / 45L / C-PACE) – Incentive Opportunity Reports – No-Fee 1031 Exchanges.
REAL ESTATE & CAPITAL SOLUTIONS
Maximize your investment lifecycle through: – Equipment & PACE Financing – Land Preservation & Green Credits – Real Estate Investing & Valuations – Alternative Investment Strategies.
WEALTH & BUSINESS ADVISORY
INSURANCE & RISK MANAGEMENT
Proven Results. Trusted Partnerships.
Our clients rely on measurable performance and enduring relationships. Backed by decades of expertise in tax strategy, capital advisory, insurance, and wealth, we engineer outcomes that drive growth and confidence.
$4B+
75,000+
1,000+
Connected Expertise
Connecting People, Ideas, and Possibility
Engineered Advisory is the strategic hub for a family of companies that deliver specialized, high-level solutions across tax, insurance, capital, and wealth. We connect people, ideas, and innovation to shape smarter financial futures. Our mission is simple: to bridge people with possibility — aligning each client with the right services, tools, and partners for success.
Our Strategic Advantage
With over 25 years of experience in tax strategy, capital advisory, insurance, and wealth planning, Engineered Advisory delivers integrated, human-first solutions that help clients grow, protect, and optimize their wealth.
People-First, Not Platform-First
Strategy Over Services
25+ Years of Proven Insight
National Network of Experts
Integrated, Yet Independent
Clarity, Connection, and Results
Insights & Resources
Explore expert insights, guides, and updates across tax strategy, capital, insurance, and wealth. Our resources are designed to help professionals make smarter financial decisions with confidence and clarity.
Latest Resources
Your strategy starts with a conversation
Maximize Your Tax Benefits with Confidence: Whether you’re ready to talk strategy or just curious how much you could save, we’ve got you covered.