About Wealth Design, LLC

Wealth Design LLC is a Registered Investment Advisory firm, providing integrated wealth management services to individuals with substantial income or assets. We are located in the heart of Silicon Valley. We provide an exceptional level of sophistication and service. The principals at Wealth Design have more than forty years of combined experience in the financial services industry. We have been serving families in the San Francisco Bay area and beyond since 1984.

We enable our clients to eliminate the need to assemble multiple advisors from multiple firms. We are a comprehensive wealth management firm providing services that include:

Services Offered

Our services include comprehensive financial planning, protection (insurance) planning, tax planning, investment/asset management strategies, retirement planning, estate planning and mortgage planning.

At Wealth Design, we do not sell financial products. Our private wealth management services are *fee-based . We strongly believe that the method of your advisor's compensation should be transparent. Consequently, there is no inherent conflict of interest in the objective advice we provide. And our client's privacy and confidentiality is always protected. Our clients find Wealth Design a safe place to discuss their goals, to avoid the conflicts of interest exhibited by commission-based firms, and to establish a long-term, personal relationship.

Our association with Linsco Private Ledger (LPL), the largest independent broker/dealer in the United States, enables us to utilize state-of-the-art tools, technology and independent research. Consequently, our clients are provided with the same credentials they can find at larger companies. And because we are small, we can respond to our clients' needs promptly and with personal attention.

* Any additional compensation will be fully disclosed per the prospectuses for each investment.