Strategic Wealth Design Acquires Wealth by Design
Welcoming Danielle Howard and Molly McMahon to the SWD Family
We are proud to announce that Strategic Wealth Design (SWD) has officially completed the acquisition of Wealth by Design (WBD), a respected financial services firm serving clients across Colorado’s Roaring Fork Valley.
This marks a significant milestone for both firms—uniting around a shared commitment to personalized, values-driven financial planning—and strengthens our ability to serve retirees, pre-retirees, and multi-generational families with even greater depth and care.
A Shared Philosophy, A Stronger Future
At Strategic Wealth Design, our mission has always been to deliver financial clarity, balance, and freedom through customized strategies. We’ve built our reputation on helping business owners, physicians, and professionals navigate life’s financial complexities with purpose and confidence.
Wealth by Design shares that philosophy deeply. The evolution of 30 years in the business – Danielle Howard, CFP® birthed Wealth By Design in 2013 in order to bring comprehensive life financial planning opportunities to clients. Danielle’s focus on planning over products, and her compassionate approach to working with families facing aging, caregiving, and legacy planning, made WBD a natural fit for this next chapter in SWD’s growth.
Meet Danielle Howard and Molly McMahon
We are honored to welcome Danielle Howard, CFP®, and Molly McMahon to the SWD family. They will continue in their roles as Financial Advisors, serving existing clients and expanding our reach in the Roaring Fork Valley.
Danielle brings over 30 years of experience as a financial life planner, educator, and fiduciary. Her work has empowered countless individuals and couples to optimize their financial potential while they unfold their life potential and strategize around life transitions – the planned for and the unexpected. Danielle’s role as a CFP® professional goes beyond planning—she’s a true advocate and thinking partner for her clients.
Molly McMahon also brings a rich and client-focused background. With over two decades of leadership in business operations and nearly 10 years in financial services, Molly has built a reputation for creating a thoughtful, welcoming experience for clients navigating their financial lives. A Certified Retirement Counselor® and licensed Investment Advisor Representative, Molly is passionate about making complex topics approachable and supporting clients every step of the way.
What This Means for Clients
Danielle and Molly will continue to serve their clients with the same integrity and personalized service they’re known for—now with access to SWD’s expanded resources, technology, and planning expertise. Together, we bring additional support to retirees, pre-retirees, and families balancing multiple generations of financial needs.
This merger also marks SWD’s official expansion into the Roaring Fork Valley, and we look forward to delivering high-touch service to this thriving and dynamic region.
For more information or to schedule a consultation, please visit our websites:
We look forward to continuing to serve you with the combined expertise and dedication of our unified team.