Strategic Wealth Design - Las Vegas, Nevada

Strategic Wealth Design is a renowned financial services provider located at Address: 2190 E Pebble Rd #260, Las Vegas, NV 89123. With a phone number: 029077444 and a user-friendly website: strategicwd.com, this company has built a solid reputation for its exceptional financial planning, advisory, and consulting services.

Specializing in financial planning, financial advisory, financial consulting, income protection insurance agency, insurance agency, investment services, and life insurance agency, Strategic Wealth Design stands out as a comprehensive solution for all your financial needs. As an Asian-owned business, it caters to a diverse clientele and offers language assistance, making it an inclusive and welcoming space for everyone.

The company is conveniently located with wheelchair accessible entrance, wheelchair accessible parking lot, wheelchair accessible restroom, and wheelchair accessible seating, ensuring a comfortable and hassle-free experience for all clients. Additionally, it offers onsite services and online appointment booking, making it easy to access professional financial advice according to your schedule.

Strategic Wealth Design boasts a 5/5 average rating based on 20 reviews on Google My Business, demonstrating its commitment to providing top-notch services and customer satisfaction. As an LGBTQ+-friendly business, it promotes a safe and accepting environment for all clients.

To ensure the best possible experience, it is recommended that you book an appointment in advance, as services are by appointment only. The professional team at Strategic Wealth Design is dedicated to providing personalized attention and tailored financial strategies to help you achieve your financial goals.

Reviews of Strategic Wealth Design

Jodie Marenfeld

5/5

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.

Brady Okuda

5/5

We use Strategic Wealth Design to setup our 401K plan for my business and for retirement planning. Every time we meet with them to discuss finances and strategies my wife and I leave the meeting feeling like it is the smartest decision we've made to utilize their expertise. They are very knowledgeable and take the time to make sure we understand every financial decision we make. Strongly recommend.

L. Renae

5/5

The team at SWD is very knowledgeable and professional, and their entire office has always been very welcoming, responsive and prompt with all communication. Mahesh and Jerrod helped me during a pivotal financial transition in my life, providing me with personalized planning which has reassured me going forward. I highly recommend the SWD team for their financial planning expertise!

Yogi Patel

5/5

I have been a client for almost 16 years now. They have always presented me with wise ideas on financial planning and wealth strategies. Mahesh is very knowledgeable and really takes his work seriously while catering to the needs of his clients. Would highly recommend their firm for your future financial strategies.

Brooks Hunsaker

5/5

I have had a great experience working with Michael Beatty with SWD. He has gone above and beyond to help me and my family navigate finances as I have started my career. I have referred multiple friends to SWD and they all have been very pleased. I especially appreciate that there is an option to have a free consultation to make sure that they are the right fit. Try them out, you won't be disappointed!

SaVeen Fuhrtweenty

5/5

I feel very confident in having my retirement funds with SWD. They have always been responsive and proactive to any questions or concerns that I have. The account managers are easy to contact and work with. I highly recommend them.

Ashlyn Scroggs

5/5

We were referred to Michael Beatty from another friend who is also in dentistry. As new graduates - we were unsure how to manage massive student debt and the best strategies to do so. We have some financial goals and Michael has helped us navigate this time, and as our goals change. He’s very patient to educate us on our options and share his strategies to accomplish short and long term goals. He’s very attentive and responds promptly! We are confident in his services, because of his niche in dentistry. It’s relieved a large burden!

krista carey

5/5

I became a client when I didn't think I could save even $20 a paycheck. He has advised me on creating more wealth than I ever imagined. I have been with SWD for over a decade; he treats me like family and I completely trust his advice and guidance.