Broker Check


At Strategic Wealth Design, we believe in a customized approach to portfolio construction and investment management. Rather than simply picking an investment or portfolio based on your risk tolerance, we consider it important for your financial plan and goals to drive the investment management strategy.

When it comes to investing, we generally notice four common mistakes people make:

Market Timing

When investors witness the big market swings, it can be awfully tempting to try “timing” the market either due to fear (concerned that values will drop) or due to greed (concerned that you may miss the ride). Either way, “emotional investing” can hurt results over long term.

Past Performance

Many investors pick funds or investment choices based on past performance or the latest “hot” tip. This is like driving a car while looking in the rear-view mirror.

Ignoring Risks

Many investors do not consider all of the risks in retirement. Unfortunately, we may not get a second chance to make it right if a certain risk derails our plan while we are in retirement.

Ignoring Diversification

When investors build their own portfolios, they often neglect asset classes that provide important diversification benefits. Harnessing proper diversification can enhance returns and help to cushion against volatility.*

We employ a six-step process towards investment management:

While the process may appear simple on the surface, a complex set of individual components work together beneath the surface to help keep you on track toward your goals.

Do you feel investment management is complicated?

Call us at 702-907-7444 or fill out the form below
to schedule a complimentary consultation to learn how we make it easy for our clients.

Do you have a specific question? We're here for you. Please fill out the information below.

Thank you!

*Diversification does not guarantee profit or protect against market loss.