Wealth Design Group

Financial Services - Houston, TX, US

Wealth Design Group Employees
Tara Ray

Chief Financial Officer, Wealth Design Group, LLC / Registered Principal, Park Avenue Securities

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Sandra Berger

Financial & Investment Represenative

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Wealth Design Group Senior Management
Tara Ray

Chief Financial Officer, Wealth Design Group, LLC / Registered Principal, Park Avenue Securities

Contact Tara Ray

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Wealth Design Group Details

Wealth Design Group is a comprehensive financial services firm located in the Galleria area of Houston, TX. Our firm is committed to helping individuals and businesses achieve and sustain long-term success.Our team of Financial Advisors prides itself on operating with the highest level of integrity, an affinity for continuing education, and a strong desire to help our clients meet their financial goals and security. The level of expertise and experience we provide our clients is second to none.Our team of over 50 associates is backed by a variety of specialists, administrative staff, and management personnel. The primary job of our associates is to marshal the superior resources of our firm to help their clients achieve maximum satisfaction and exemplary results.Our clients have told us they work with us because of our focus on helping them achieve wealth, happiness, and success.What this means to our clients is we help them: - Organize their financial affairs - Protect their assets, lifestyle, income, and loved ones - Deploy their assets in a manner that gives them an opportunity to reach their financial goals while minimizing risk.The real benefit of working with our firm is our clients are happier, more confident, and have greater clarity in knowing they can honor the commitments they have made to the people they love and care about.2017-34058

Wealth Design Group logo, Wealth Design Group contact details
Employees: 100 - 249
HQ: 713-622-0192
Location: Houston, TX, US
Revenue: 5 - 10 Million
Insurance Retirement Planning Investing Comprehensive Financial Planning Estate Planning Income Protection Financial Services Financial Advisory Services
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