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Strategic Wealth Design

Strategic Wealth Design

Financial Services, 2190 E Pebble Rd, Las Vegas, Nevada, 89123, United States, 1-10 Employees

strategicwd.com

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Who is STRATEGIC WEALTH DESIGN

Strategic Wealth Design is an independent financial services firm located in Las Vegas, Nevada, with clients all across the United States. At Strategic Wealth Design, we use a Comprehensi...

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  • 2190 E Pebble Rd, Las Vegas, Nevada, 89123, United States Headquarters: 2190 E Pebble Rd, Las Vegas, Nevada, 89123, United States
  • 2016 Date Founded: 2016
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6531

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Strategic Wealth Design Org Chart and Mapping

Employees
Laura Ogle

Laura Ogle

Director of Operations

Gennebelle Rivera

Gennebelle Rivera

Client Service Professional

Jagat Govan

Jagat Govan

Marketing Coordinator

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Frequently Asked Questions Regarding Strategic Wealth Design

Answer: Strategic Wealth Design's headquarters are located at 2190 E Pebble Rd, Las Vegas, Nevada, 89123, United States

Answer: Strategic Wealth Design's phone number is 70********

Answer: Strategic Wealth Design's official website is https://strategicwd.com

Answer: Strategic Wealth Design's revenue is $1 Million to $5 Million

Answer: Strategic Wealth Design's SIC: 6531

Answer: Strategic Wealth Design has 1-10 employees

Answer: Strategic Wealth Design is in Financial Services

Answer: Strategic Wealth Design contact info: Phone number: 70******** Website: https://strategicwd.com

Answer: Strategic Wealth Design is an independent financial services firm located in Las Vegas, Nevada, with clients all across the United States. At Strategic Wealth Design, we use a Comprehensive Financial Planning process to help you create a plan that addresses all aspects of your financial life, from protection and cash flow to retirement savings and taxes. We build a holistic view of your entire financial picture, which may be scattered among multiple advisors, institutions and accounts, and then create specific actionable recommendations to help improve your situation. Through working with us, our clients understand how their various financial pieces can be effectively integrated to reduce financial stress and create a high level of financial confidence. Our Products and Services: For Businesses and Business Owners: Business Financial Planning/Consulting Business Succession and Exit Planning Business Insurance Planning 401(k) and Defined Benefit Retirement Plans Executive Bonus Plans Key Employee Retention For Individuals, Executives, and Families: Financial Planning Retirement Income Planning Estate Planning Wealth Management Investment Analysis and Management Life Insurance Disability Income Insurance Long Term Care Insurance College Education Funds (529 Plans) Fixed Annuities *Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Strategic Wealth Design and Cambridge are not affiliated. *Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

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