Strategic Wealth Designers

Strategic Wealth Designers, an Indy-based, Independent Financial Planning Firm, is committed to helping all clients achieve their financial goals. Our fiduciary Certified Financial Advisors provide independent, objective advice and guidance on all financial planning, investment, and retirement account issues. Every six weeks, we transform clients' lives by bringing them together with food, financial education delivered by licensed canmoney advisors, and a unique cultural event in their local Indy area market. Our events team will give you an incredible experience. From Cirque Du Soleil shows in the Rocky Mountains of Colorado to walking the red carpet at Kentucky's renovated distillery to having a casino night on the Ohio River, you can find something for everyone. You can find the closest Wine & Wisdom event in your city by clicking on the link. Our investment plans and strategies are tailored to your individual situation. Our advisors can help you with rising taxes and determine your optimal risk level. Fiduciary firms are devoted to acting in your best interests by providing wealth management recommendations.

Reviewers are generally positive about their experience with SWD. Clients appreciated the clear and sympathetic information they got both in video and in-person sessions. The professional and trustworthy team members—specifically, Mike, Jordan, and Stephanie— earned praise. Customers also highlighted how compassionate their talks were, noting that information was clarified whenever needed. Another top point,some understandings of retirement financial matters were refined through SWD's, explanation strategy. Some reviewers even noted that their account started to flourish quickly after joining SWD. SWD client recommendations and online advocacy are influenced by these positive experiences, with search words like "highly suggest" being a significant portion of many reviews. And impressive, such as "outstanding firm," "clear and supportive," and "fantastic and compassionate staff-brand new." Thus SWD have achieved clients feel comfortable and lead the whooping effort to what they want which is under recommendation to potential clients in preparation for their financial future.