Who We Are
Our MissionTo 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
Our Core ValuesBeing 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
Client Services Specialist / Executive Assistant
Strategic Wealth Design
2190 East Pebble Road, Suite 260
Las Vegas, NV 89123
Saturday: By Appointment
Schedule 30-minute Consultation
Use the button below to schedule a complementary introductory call.