The best way to predict your future is to create it.
We’re here to help you thrive.
At Wealth by Design, we believe no two financial journeys are the same. That’s why we take an intentional, personalized approach, by helping each client build a strategy. One that fits their unique goals, values, and dreams, in whatever season in life they’re in. Our mission, which we take seriously, is to provide clarity, confidence, and guidance so you can maximize your financial potential and make meaningful progress toward what matters most to you.
Interested in working with us?
We offer our exclusive services by invitation-only from trusted clients and their recommendations, to maintain the highest standard of care. This allows us to deliver truly personalized, high-touch financial advice. When a new client comes through an existing relationship, it helps us preserve the integrity and intentionality in our approach. We love doing business this way, because we view friends of our valued clients as friends of ours. We have no expectations or requirements.
For those without a connection or recommendation, we kindly require a minimum of $500,000 in investable assets to begin our professional relationship. This focus ensures we remain dedicated, responsive, and fully aligned with each individual client’s long-term success.
Your wealth. Designed at home.
Gone are the days of waiting weeks for an appointment, then sitting in a waiting room, to then just sit in a stuffy office. With simply a phone or computer, you can meet with us from your kitchen table, your couch, or wherever life takes you. We embrace the future with a modern, virtual-first approach to financial advising. Because building your future shouldn’t have to wait or feel outdated. Although, if meeting virtually isn’t preferred for you, we also have in-person options as well.
Our 4-Step Online Process
Clarify Your Vision
We start by understanding what truly matters to you. Your goals, dreams, and what you want your money to do in your life.
Figure Out Where You Are
We take a clear look at where you are today. Like a blueprint, your finances, current strategies, or lack of them, tell a story where we begin our work.
Empower Confidence
We educate you over a series of meetings, crafted with you at the center. This gives you the knowledge needed, and tools required, to make smart, informed decisions taking you where you want to go.
Launch Your Plans
After building your roadmap, we put your plans in motion, fueling the future we’ve designed. This is the stage that we get you on track to where you want to go.
Once you complete our onboarding process, our work together is just beginning. Because consistency is key, we’ll stay in regular contact to support your journey and keep your finances moving forward.
Design your wealth around you.
