Strategic Wealth Design

strategic wealth design is an independent financial services firm located in las vegas, nevada, with clients all across the united states. at strategic wealth design, we use a comprehensive financial planning process to help you create a plan that addresses all aspects of your financial life, from protection and cash flow to retirement savings and taxes. we build a holistic view of your entire financial picture, which may be scattered among multiple advisors, institutions and accounts, and then create specific actionable recommendations to help improve your situation. through working with us, our clients understand how their various financial pieces can be effectively integrated to reduce financial stress and create a high level of financial confidence. our products and services: for businesses and business owners: • business financial planning/consulting • business succession and exit planning • business insurance planning • 401(k) and defined benefit retirement plans • executive