Serving You

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“A vision without action is just a dream; an action without a vision just passes time; a vision with an action changes the world.” ~ Nelson Mandela

Why are people choosing us?

  • They want  an advocate for their families to walk alongside them as they make wise financial decisions.
  • They see the complexities of their financial world and want to do the best they can with what they have.
  • They want to be educated as to their financial choices and implications, not sold a product.
  • They want a team that understands what is important to them and to communicate with, not solely technology to integrate and conquer.
  • They want a team that manages their investment portfolios with their personal priorities in mind.  This includes tax efficiencies, time frames, risk aversion requisites, cash flow desires, and principled investment considerations.

 

At Wealth by Design, LLC, your team will take a personal interest in your financial well-being. Our clients deeply appreciate being guided through their financial life plan. This holistic approach integrates your core life values and goals with the financial tools and life resources you have. We help you banish fear, savor hope and avoid regret as you forge the course on your journey and all the financial implications. Our clients are looking for something above and beyond traditional financial planning and investment advice. We will facilitate an exploration of what true wealth means to you and how to live your vision of an abundant life. All of our clients are unique and it is an honor to provide clarity to the choices you have and creatively unfold your opportunities to live life to the fullest.

Don’t let money dictate lifes’ course. We believe that your financial resources should enhance your life path, not control it. Contact us to determine how we can walk alongside you. From aligning your spending plan with your values, your investment choices, comprehensive wealth management, risk analysis and legacy planning – you have a personal growth opportunity.  As you work through this process, you will find greater fulfillment personally, professionally and spiritually.  You will work towards greater financial satisfaction.  You will be proactive and engaged on your journey, no matter what twists and turns you encounter.

 

We work with people who:

  • Seek, respect and follow professional advice (CPA, Attorney, Financial Consultant, etc.) so they can be free to pursue a higher quality of life.
  • Have a values centered life which guides their decisions about financial choices.
  • Have a positive attitude about life, looks for the best in people and have a strong desire to seek health in all areas (physical, spiritual, relational, financial)