Wealth Design Education

Wealth Design, LLC is a registered investment advisor and independent, fee-based wealth management firm specializing in the design and implementation of financial seminar programs for Silicon Valley organizations.

The financial planning services of Wealth Design include educating our customers in order to strengthen the partnership with our advisors and our clients, and to enable our clients to make informed decisions.

Education

The concept was to partner leading personal and business financial planners with complimentary skills in order to provide clients with an “all-inclusive package ” of financial advice.

The dynamic financial environment that has proven unique to Silicon Valley organizations and their professionals over the last ten years has created an urgent demand for in-depth financial education. The customary 401k benefits and communications meetings are failing to address the truly pressing questions plaguing today 's employees.

While the tremendous prosperity of the late 1990's left employees with few financial concerns, the dramatic impact of the last few years has seriously motivated Silicon Valley employees to thoroughly reexamine their personal financial planning. In response to this significant desire for financial education, Wealth Design, LLC has developed a complimentary workshop program designed to assist human resources departments with the vital education of their most important commodity …their employees.

This has proven invaluable to their success in educating and advising the employees of Silicon Valley organizations.

All advisors with securities registrations are registered with Linsco/Private Ledger, the #1 independent broker dealer in the United States*