Strategic Wealth Design – Glenwood Springs, CO

Welcoming Colorado Retirees & Pre-Retirees to the SWD Family

Our Glenwood Springs office (previously Wealth by Design) extends Strategic Wealth Design’s mission of enriching lives to the heart of Colorado’s Roaring Fork Valley. Led by Financial Advisors Danielle Howard, CFP® , and Molly McMahon, CRC®, this team brings decades of experience in financial planning for clients nearing or enjoying retirement.

Guidance for Every Step of Retirement

From income planning to estate strategies, we help you navigate the complexities with clarity and peace of mind.

We specialize in helping retirees and pre-retirees achieve financial freedom and security in retirement – from creating sustainable income streams and Social Security strategies to legacy, charitable, and estate planning. Our advisors act as your financial guides through the opportunities and complexities of retirement. We help you banish financial fear and savor hope in this new chapter, so you can focus on what matters most. Whether it’s plotting out healthcare costs, planning travel adventures, or ensuring your nest egg lasts, we tailor every plan to your goals.

Your Partner in Life’s Next Chapter

We start with your story, your dreams, and your values — then craft a retirement plan that brings them to life.

At SWD, we don’t start with your numbers: we start with you. Through our proven retirement planning programs for pre-retirees and retirees, we get to know your story. We listen to your dreams, concerns, and values. Then we design a comprehensive plan that aligns your finances with the life you envision in retirement. You’ll recognize the same trusted process Danielle Howard developed over 30 years in practice: an Exploration of where you are now, an Envisioning of your ideal future, and an Empowerment phase where we implement and monitor your personalized plan. It’s a collaborative journey – you’ll be educated and supported at every step, confident that you have an advocate by your side as you navigate life’s transitions, planned or unexpected.

Community Commitment

Not only your financial advisor but also your neighbor.

As longtime members of the Glenwood Springs community, Danielle and Molly understand the unique character of life here in western Colorado. Our team is not only your financial advisor but also your neighbor. We understand the “little things” – from the allure of the local outdoor lifestyle to concerns like caring for aging parents – and incorporate them into your plan. Through volunteer work and local events, we stay engaged with our community. We’re excited to bring high-touch service to this dynamic region and to help you thrive in your retirement years right here at home.