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 June 30, 2022
Assets Under Advisement (AUA)*
Largest broker-dealer based on gross revenues, Financial Advisor magazine, 2022
Largest in U.S. for independent broker-dealer revenue, InvestmentNews magazine, 2021
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 $1.3 trillion in assets as of June 30, 2022. 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.
*AUA reflects fee based and independent RIA assets plus commission assets
2Cambridge and its predecessor broker-dealer
Strategic Wealth Design
2190 East Pebble Road, Suite 260
Las Vegas, NV 89123
Saturday: By Appointment
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