Wealth Design, LLC
Financial Services - Campbell, California, United States
Wealth Design, LLC Employees
Wealth Design, LLC Details
At Wealth Design, we offer an intimate, detailed approach to uncovering what wealth means to you and your family. We act as your lifetime CFO. We'll help you define what a wealth plan is and what it can do for you. We'll also help you confirm the level of professional expertise and service you require on your journey to build and implement your wealth plan. 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. Moreover, just because disclosures are made to clients, this doesn't mean that those products are in their best interest. Consequently, there is no inherent conflict of interest or hidden compensation in the objective advice we provide, and our client's privacy and confidentiality is always protected. Our clients find Wealth Design is 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.As a Registered Investment Adviser practice, we utilize powerful and sophisticated tools, technology and independent research. Consequently, our clients are provided with the same credentials they can find at larger companies; yet because we are independent, we can respond to our clients' needs promptly and with personal attention.
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