Build Your Wealth by Design

Not by Default

Join a live workshop designed for successful professionals who want to create a coordinated wealth strategy with greater clarity, confidence, and purpose.

Build a more coordinated approach to wealth—designed around tax efficiency, diversification, productive assets, liquidity, retirement, and legacy.

Choose Your Engineered Wealth Experience

One Transformational Workshop. Two Ways to Experience It.

Whether you prefer the energy of an in-person event or the convenience of joining from anywhere, you'll learn the same proven Engineered Wealth methodology and leave with a personalized Wealth Blueprint and practical action plan.

In-Person Workshop

Full-Day Intensive (approximately 8 hours)

Experience a full day dedicated to designing your financial future. This immersive, in-person workshop combines expert instruction, hands-on planning exercises, interactive discussions, and live Q&A to help you build a personalized Wealth Blueprint. You'll receive a premium printed workbook, practical planning tools, exclusive digital resources, and the opportunity to network with other growth-minded professionals—all while leaving with greater clarity, confidence, and a practical roadmap for your next steps.

October 24, 2026 | 8:30am - 5:00pm PST

2-Day Virtual Workshop

Build Your Wealth Blueprint From Anywhere

Experience the full value of the Engineered Wealth Workshop from the comfort of your home or office. This live virtual experience combines expert instruction, interactive discussions, guided exercises, and real-time Q&A to help you build a personalized Wealth Blueprint. You'll receive a digital workbook, downloadable planning tools, and exclusive resources, giving you everything you need to gain clarity, create a coordinated wealth strategy, and take meaningful action—wherever you are.

October 10 & 11 | 9am - 12pm PST

You've Worked Hard to Build Your Career.
Has Your Wealth Been Built with the Same Intention?

You invested years building your career, growing your business, and creating financial success.

Along the way, you've likely assembled a team of trusted professionals—a financial advisor, a CPA, an insurance specialist, an estate attorney, or other experts you rely on.

Each of them plays an important role.

But here's the question few people ever ask:

Who is making sure all of those pieces are working together?

Many successful professionals have solid investments, retirement accounts, insurance policies, and tax strategies.

Yet because each decision is often made independently, the overall picture can become fragmented.

It's not uncommon to feel like you're doing all the "right" things while still wondering:

Is my financial strategy truly aligned with my long-term goals?

Are there gaps or missed opportunities I can't see?

Am I building wealth intentionally, or simply making decisions one at a time?

The challenge isn't a lack of effort or access to good advice.

It's the absence of a coordinated strategy.

That's why Engineered Wealth was created.

We believe wealth isn't built through a collection of disconnected financial decisions.

It grows from a thoughtful, coordinated strategy designed around your goals, your values, and the life you want to create.

Wealth shouldn't happen by accident.

It should be designed.

The Engineered Wealth Framework

A practical approach to building a coordinated wealth strategy.

It's Not About Finding Another Financial Product.

It's About Building a Coordinated Wealth Strategy.

At Engineered Wealth, we believe your financial life should function like a well-designed system—not a collection of disconnected decisions.

That's why our workshop helps you step back, see the complete picture, and begin building a wealth strategy that's intentionally designed around your goals, values, and vision for the future.

Testimonials

Who Is This For?

Executive

Tech Professional

High-Income Professional

Business Owner

Family focused on building long-term wealth

Physician

Planning for retirement or legacy

Accredited Investor

Meet Your Presenter...

B DWEIK | Co-Founder

B is passionate about helping professionals make informed financial decisions through education, strategic planning, and long-term thinking.

Rather than focusing on individual investments, B teaches a holistic approach that helps participants understand how the many moving parts of their financial lives can work together toward a common purpose.

His mission is to empower individuals and families to build wealth intentionally—with greater clarity, confidence, and direction.

JESSE RODGERS | Co-Founder

With more than 25 years of executive leadership in technology and over a decade of commercial real estate investing, [Presenter's Name] brings a unique perspective to wealth building by combining innovation, data, and strategic decision-making.

His approach goes beyond traditional investing—leveraging technology, advanced analytics, and market intelligence to identify opportunities, manage risk, and make informed investment decisions. This blend of technical expertise and real estate experience enables him to evaluate investments with both precision and long-term vision.

Throughout his career, he has been involved in the analysis, structuring, and execution of investments across a diverse range of asset classes, including mixed-use developments, multifamily communities, retail centers, restaurant properties, self-storage facilities, and modular luxury green energy projects.

Frequently Asked Questions

Is this an investment seminar?

No. This is an educational workshop focused on helping participants build a coordinated wealth strategy. Specific investment recommendations or product sales are not part of the program.

Will I receive personalized financial advice?

The workshop provides educational frameworks and planning tools. Individual financial advice is not provided during the event.

Do I need investing experience?

No. Whether you're already investing or just beginning to organize your financial life, the workshop is designed to provide practical value.

What should I bring?

Just yourself and an open mind. We'll provide the workbook, planning materials, and everything you'll need throughout the day.

Will lunch be provided?

Yes. Lunch and scheduled refreshments are included with your registration.

Is there an opportunity to continue learning after the workshop?

Yes. Participants interested in ongoing implementation and accountability will have an opportunity to learn more about the Engineered Wealth Mastermind.

Start Designing Your Wealth with Intention

Wealth rarely happens by accident.

The most successful professionals don't simply accumulate wealth—they intentionally design it.

Join us for this live virtual workshop and begin building a coordinated strategy for your financial future.

Reserve your seat - $199 per Person

Seats are intentionally limited to provide a more engaging and interactive experience.

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3901 lick mill Blvd #260 Santa Clara CA 95054

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