Your Life. Your Plan. Our Guidance.

Financial Planning, Built Around You

Personalized guidance for every stage of life—helping you find security, clarity, and freedom.

At Strategic Wealth Design, we believe financial planning should be as unique as the people we serve. Whether you're building a business, advancing in your career, preparing for retirement, or already enjoying your next chapter, our team is here to guide you with clarity, compassion, and expertise.

We work with individuals and families across a wide range of life stages and professions—from business owners and medical professionals to retirees and pre-retirees seeking financial confidence. Our approach is tailored to your goals, your values, and your vision for the future. No matter where you are in your journey, we help you create financial balance: the security of knowing you’ll be okay, and the freedom to live life on your terms.

Business Owners

Tax-efficient strategies, cash flow management, and growth planning—so your business and personal goals stay in sync.

Running a business means wearing many hats—and financial planning is one you shouldn’t have to wear alone. We help entrepreneurs and small business owners build tax-efficient strategies, manage cash flow, and prepare for long-term growth. Whether you're scaling your company or planning your exit, we’ll help you align your business success with your personal financial goals.

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Dentists

From student loans to retirement, we help you navigate the financial decisions that shape your practice and your life.

As a dental professional, your financial needs are as specialized as your practice. From managing student loans and practice overhead to planning for retirement and protecting your income, we offer tailored strategies that support your career and your life outside the office. We understand the unique challenges you face—and we’re here to help you navigate them with confidence.

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Physicians

Streamlined strategies to optimize savings and protect what you’ve worked hard to build.

Your time is valuable, and your financial plan should be too. We work with physicians to simplify complex financial decisions, optimize savings, and protect assets. Whether you're in residency, building your practice, or preparing for retirement, we’ll help you create a plan that supports your lifestyle and long-term goals—so you can focus on what matters most.

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Retirees & Pre-Retirees

We help you turn uncertainty into peace of mind with a retirement plan designed for your goals and values.

Retirement isn’t just a financial milestone—it’s a life transition. We help individuals approaching or enjoying retirement create sustainable income plans, manage healthcare costs, and preserve wealth for future generations. Our process is designed to replace uncertainty with clarity, so you can embrace this next chapter with confidence, purpose, and peace of mind.

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Other Professionals

From early career growth to legacy planning, we help professionals make informed decisions for lasting success.

Attorneys, engineers, architects, and other professionals face unique financial considerations. We offer personalized planning that accounts for your career trajectory, compensation structure, and long-term aspirations. Whether you're early in your career or planning your legacy, we’ll help you make informed decisions that support your success.

Let's chart your course.

Schedule your free financial planning consultation today!

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      Excellent rating  
 Based on 26 reviews 
    
  
 
 
      Trustindex verifies that the original source of the review is Google. The Stategic Wealth Design institution has provided great knowledge and strategies to us on building wealth for our future.  We are pleasantly satisfied  and thankful with all the years we been working with Michael Beatty. Thank You.
     
   louis goodman 
 
 
 
 
 
    Trustindex verifies that the original source of the review is Google. We are relatively new to working with Strategic Wealth Design, however, I have been very pleased with Michael Beatty and his work helping navigate through the student loan repayment process while trying to structure our future finances correctly. I would recommend them to anyone in a similar situation to ours of trying to underpin your personal finances, set up some financial strategy while paying off student loans. Their client portal is great as well. We use that for budgeting rather than the bank due to the flexibility offered.
     
   S M 
 
 
 
 
 
    Trustindex verifies that the original source of the review is Google. Mahesh and Jerrod helped my family get through the most difficult time of my life. I know I was not pleasant, but their warmth and patience never waned. They consistently responded to attorneys and CPAs throughout the process. They reviewed documents, provided thorough input, and collaborated proactively with other professionals in my life without me having to remind them or continuously nudge them. My wife and I couldn't believe such a level of service was just included. They have a way of explaining things without jargon that helps me make decisions that feel right for me. I appreciate you guys and will never forget how you helped us through a tough time.
     
   Kenneth McKay 
 
 
 
 
 
    Trustindex verifies that the original source of the review is Google. I have been working with Mahesh for close to 3 years now.  Everyone at Strategic is so knowledgeable and I love that they talk in terms I can understand.  I am a small business owner who is overwhelmed at times, but they are always there getting me back on track.  I would definitely recommend them!
     
   Jami 
 
 
 
 
 
    Trustindex verifies that the original source of the review is Google. Mahesh and Jerrod have been of the utmost help to me as financial advisors. They make concepts understandable, are patient, and wait to ensure you really understand before moving on. I recommend them to even novice investors.
     
   Denise McKay 
 
 
 
 
 
    Trustindex verifies that the original source of the review is Google. Strategic Wealth Design has helped our company with over 50 employees with setting up and managing our 401Ks. They have continually provided advice on investments for myself, my employees, and the business. Mahesh and Paolo are rock stars! They're always willing to go the extra mile to make sure our business is taken care of! I don't know what I would have done without them in our first year of adding 401k benefits to our company! Thank you!
     
   lauren rice 
 
 
 
 
 
    Trustindex verifies that the original source of the review is Google. Mahesh leads a team of top quality folks who do a top notch job - they are an absolute pleasure to work with!
     
   Edward Kainen 
 
 
 
 
 
    Trustindex verifies that the original source of the review is Google. very efficient. been with them for over 10 years!
     
   Genisa Ogden 
 
 
 
 
 
    Trustindex verifies that the original source of the review is Google. Our company has worked with Mahesh and Strategic Wealth Design for a few years now on our company sponsored retirement plan and our experiences have been very positive. Mahesh and his team have been very responsive and timely when we have questions as they work with us to find the right solutions for our organization. They provide options for the types of plans we can offer, updates on how the market is doing, and any other updates we need to be aware of. We appreciate our relationship with Strategic Wealth Design as our organization continues to grow.
     
   Jodie Marenfeld 
 
 
 
 
 
    Trustindex verifies that the original source of the review is Google. Very caring and competent staff. I am grateful they are taking care of my investments.
     
   Judy Dionne 
 
 
 
 
 
  
 
  
 
 
 
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