At Strategic Wealth Design, we want to develop a long-term relationship with you, helping you plan for the future and face whatever financial challenges may come your way through the years. Here are four reasons why you should choose us as YOUR Financial Planner:
“Plan as if you are family”. Our advisors are guided by one question: Would I give that same advice to my parent or my sibling if they were in a similar situation?
If you own a business, we understand your pain, since we live it, too. Yes, we have the industry experience and fancy designations, but more importantly – we understand your concerns as a business owner.
We are independent and free from third-party influence. Advisors at Strategic Wealth Design are independent financial professionals, not employees of a particular investment or financial services firm. This allows us the freedom to offer you objective guidance, focusing on what is best for you and your financial goals.
Fiduciary Standard of Care
As fiduciaries, we are required to put your best interests ahead of our own at all times, regardless of compensation, perks, or other benefits. But, our commitment to you goes beyond any legal obligation – it’s a person-to-person connection based on mutual understanding and trust.
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.
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.