Cassidy Makris's Contact Details

Cassidy Makris's Company Details

Wealth Design Group

Houston, TX, US • 100 - 249 Employees
Financial Services

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