At Strategic Wealth Design, our compensation is based on fees plus commissions. We charge fees on financial planning and investment management services, and receive commissions on fixed insurance products.
Financial Planning Services
We offer three tiers of financial planning services, from basic to comprehensive, depending on your needs and preferences.
Investment Management Services
Our investment services fees are based on the amount of assets under management and have tiered discounts built in as your assets grow.
We are independent brokers and receive commissions when we help fulfil a need for an insurance product.
Retirement Income Planning
Tax Planning and Projections
Corporate Retirement Plans
Long-term Care Insurance
Strategic Wealth Design
2190 East Pebble Road, Suite 260
Las Vegas, NV 89123
Saturday: By Appointment
Schedule 30-minute Consultation
Use the button below to schedule a complementary introductory call.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Strategic Wealth Design are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, AR, CA, CO, CT, FL, KY, MO, MT, NV, NM, NY, OR, TN, TX, UT, WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Strategic Wealth Design makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.