FINANCIAL PLANNERS & FINANCIAL ADVISORS IN LAS VEGAS
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
Office: 702- 907-7444
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.