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

Commit to Reliability - We do what we say we’re going to do, by the time we say we’re going to do it.

Bring Value to the Community - We always look for ways to add value to the people and the communities we serve.

Serve with Compassion - We are dedicated to serving others with kindness, empathy, and care.

Create Abundance - We foster an environment of growth and prosperity where opportunities flourish, and success is shared by all.

Lead with Innovation - We encourage creativity to pioneer new solutions, technologies, and ideas to shape the future of our industry.



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.

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Strategic Wealth Design