Services Offered

Investing in the market has become increasingly challenging. Recent market activity has caused many to re-evaluate their investment strategies and their ability to attain key financial goals, and to search for peace of mind. Increasingly investors are looking to structure financial portfolios that are grounded in time- proven financial planning methods, instead of through the latest fads. When will we be able to retire with the lifestyle we desire? How much portfolio risk is tolerable and appropriate? How can we provide our children with the best possible educational support? How can we reduce current or future taxes? Whatever your financial needs are, Wealth Design can provide you with a highly integrated approach to defining a path for the fulfillment of your financial goals.Wealth Design takes a long-term approach to investing. We rely on realistic expectations of returns, diversification among and within asset classes, and the proprietary research of managers.

We also provide many other kinds of assistance as part of our comprehensive planning process. For example, we can assist with family money communications, business-owner issues and succession planning, as well as with philanthropy consulting.