Joel Wenger - Owner of Invest-Safely.com

Joel Wenger


Founder of

An Experience-based approach to Personal Finance & Investing

Since the start of my financial journey, I've navigated the 2000 dot-com crash, 2008 financial crisis, the 2020 COVID crash, and all the bull/bear battles in between; not as a bystander, but as an active, systematic investor.

I founded Invest Safely, LLC in 2010, after realizing our schools teach us "how to work for money", but don't teach "how to make our money work for us". By combining engineering principles with MBA-level quantitative analysis, I crafted a three-prong approach to personal finance and investing processes, which became the framework for Invest-Safely.com:

Applying Engineering & Business Process Expertise

My methods are rooted in engineering rigor from Kettering University (GMI) and strategic analysis the University of Michigan's Ross School of Business. Combined with over 20 years of experience solving high-stakes challenges in the automotive industry, I've built a reputation on trust, transparency, and dependability.

A Process Playbook

I've applied Lean principles to in personal finances and investments, in order to help you identify areas of "waste" (i.e. Muda), such as:

  • Value Stream Mapping (VSM): I leverage cashflow mapping, showing you where you're losing money.
  • Just-in-Time (JIT) Capital Deployment: My stock market outlooks provide an example of systems-based investing, as well as mechanical trading systems, so you can properly deploy capital when the market is bullish.
  • Continuous Improvement (Kaizen): Successful investing is an iterative process. My strategies evolve with changing personal and market conditions.
  • Error-Proofing (Poka-Yoke):I created proprietary models to help investors move past "tips" and into higher quality, data-driven decision making.

Credentials

My work is informed by two decades of professional experience in automotive engineering and consulting environments, ensuring that every piece of content on this site meets a standard of ethics and accuracy.

Professional Summary:

  • BSME: Kettering University (General Motors Institute)
  • MBA: University of Michigan, Ross School of Business
  • 20+ Years: Automotive Engineering and Management Consulting
  • Founder: Invest Safely, LLC (Est. 2010) / Wenger Capital, LLC (Est. 2022)

View Joel’s professional background and history with Invest Safely, LLC on LinkedIn.