Who We Are

Meet SWD

Our Mission

To enrich the lives of people we touch by helping them create financial freedom and security

At Strategic Wealth Design, we recognize that most people have two primary financial goals: Financial Security (you’ll be okay no matter what happens) and Financial Freedom (enough net worth that you don’t have to work if you don’t want to). However, work, family and social obligations often make it difficult to find time to plan for the future you want.

That is why we serve busy families, small business owners and professionals who are looking for financial guidance and coaching, so they can focus on living their lives and running their businesses.

Our approach starts with listening and understanding your goals, dreams, and concerns. Then we get to work and help you:

  • Get financially organized
  • Protect your income and wealth
  • Gain tax efficiencies
  • Reduce financial waste
  • Save and invest more

Using a Comprehensive Financial Planning process, we help you create a plan that addresses all aspects of your financial life, from protection and cash flow, to retirement savings and taxes.

Our Core Values

Being Passionate – We take pride in our work and love what we do.

Being Connected – We support our clients and each other with respect and accountability.

Being a Professional – We are committed to our clients and dedicated to our craft.

Being a Leader – We lead our team and our clients to achieve their best self.

 

Want to know more about us and the services we provide?

Meet The Team

Strategic Wealth Design

2190 East Pebble Road, Suite 260
Las Vegas, NV 89123

Email: StrategicWD

Fax: 702-907-6444

Office Hours:

Monday: 8:00am-5:00pm

Tuesday: 8:00am-5:00pm

Wednesday: 8:00am-5:00pm

Thursday: 8:00am-5:00pm

Friday: 8:00am-5:00pm

Saturday: By Appointment

Schedule 30-minute Consultation

Use the button below to schedule a complementary introductory call.

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.

Disclosures