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Meet Strategic Wealth Design

At Strategic Wealth Design, our mission is to help our clients create and maintain Financial Balance.

Strategic Wealth Design is a wealth management, insurance and estate services firm located in Las Vegas, Nevada and with clients in several cities around the United States. Our in-depth knowledge and understanding of tax strategies, pension and retirement plans, financial services, and insurance, offers our clients a financial foundation that is comprehensive, coordinated and effective.

Choosing the right Financial Advisor may be one of the most important decisions you make and we welcome the opportunity to share our philosophy with you and how we can make a difference in your life.

Why you want us to be YOUR Financial Advisor?

You may ask yourself, why should you work with us? Our passion is YOUR success. We wake up every morning, with a fire in our belly, to see how we can touch more people and make their lives better for having met us. And that is our WHY!

We believe:

  • To care for people and the community as a whole
  • To always focus on the client
  • To drive results through comprehensive planning
  • To create an engaging and rewarding experience for clients
  • To provide industry leading knowledge and experience
  • To have honest and straightforward communications with clients

What does this mean to you?

  • YOUR interests before ours
  • YOU are consistently receiving invaluable service
  • YOU have a committed team
  • YOU are being heard and understood
  • YOU have better control over YOUR money