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Disclosures

Here you can find important disclosures on the various policies, features, and agreements pertaining to the services we offer. Please review these documents and keep a copy for your records. Click on each link to download the disclosures.

Michael Beatty – ADV Brochure

Mahesh Odhrani – ADV Brochure

CIRA Form ADV 2A

Form CRS

Form CRS Supplement

CIRA Privacy Policy

Regulation Best Interest

Online Privacy Statement

Website Terms of Use

SWD Business Continuation Plan Notice

Strategic Wealth Design

2190 East Pebble Road, Suite 260
Las Vegas, NV 89123

Email: StrategicWD

Fax: 702-907-6444

Office Hours:

Monday: 8:00am-5:00pm

Tuesday: 8:00am-5:00pm

Wednesday: 8:00am-5:00pm

Thursday: 8:00am-5:00pm

Friday: 8:00am-5:00pm

Saturday: By Appointment

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Strategic Wealth Design