Advisors at Strategic Wealth Design are independent financial professionals, not employees of a particular investment or financial services firm. This allows us the freedom to offer you objective guidance, focusing on what is best for you and your financial goals.
In addition to being independent, we are also fiduciaries. What does this mean to you? A financial advisor who is a fiduciary is required to put your best interests ahead of their own at all times, regardless of compensation, perks, or other benefits. Fiduciaries must also thoroughly discuss their decisions with their clients, providing all relevant information and pertinent facts. This makes it easier for you to understand the decisions that are being made regarding your assets and your financial future.
As fiduciaries, we are governed by the Securities and Exchange Commission (SEC) and the state of Nevada. In addition, advisors with a Certified Financial Planner® designation are governed by the Certified Financial Planner Board.
Our Registered Investment Advisor
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
We are proud of our association with Cambridge Investment Research Advisors, Inc., an industry-leading financial solutions firm that has focused on serving independent financial advisors and their investing clients for more than 30 years. Cambridge gives us access to a full menu of compliance-friendly programs, products, and services, enabling us to customize an investment strategy designed to meet your long-term financial needs. To learn more about Cambridge, click here.
Honored to be a leader among the most respected firms in the industry, Cambridge continues to be strong and growing
Cambridge Highlights as of December 31, 2019
Assets Under Advisement (AUA)*
Our Investment Manager: SEI
To help enhance your returns, reduce volatility, and manage investment risk, we partner with SEI (NASDAQ: SEIC), which manages or administers $920 billion in assets as of March 31, 2020. SEI uses the most up-to-date research to anticipate changing investor needs and create innovative solutions for individuals and institutional investors. SEI works in tandem with your advisor at Strategic Wealth Design to keep you informed of progress toward your goals, while periodically assessing your investment plan as your life circumstances change. To learn more about SEI, click here.
Strategic Wealth Design
2190 East Pebble Road, Suite 260
Las Vegas, NV 89123
Saturday: By Appointment
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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.