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Strategic Wealth Designers

Financial Services

Specialities :
Wealth management
Retirement planning
Insurance
High-net worth strategies
Tax reduction in retirement

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Strategic Wealth Designers

What does Strategic wealth designers do?+

Strategic Wealth Designers is an independent financial planning firm serving Louisville, KY, Denver, CO, Cincinnati, OH, Indianapolis, IN, Lexington, KY and Plainfield, IN. Our certified financial advisors offer fiduciary retirement and wealth management advice. Let us handle all of your retirement planning, financial advising, and investment strategy needs. Founded in 2002 by Matt Dicken, Strategic Wealth Designers (SWD) is an independent financial services firm focused on safer money strategies. Matt founded the firm to fulfill his dream of educating the public on the financial mistakes many stock brokers and advisers convince people to make with their investments. Because SWD is...

What are Strategic wealth designers's specialties? +

Wealth management,retirement planning,insurance,high-net worth strategies,tax reduction in retirement,estate planning,social security,financial planning,financial advising,financial plans,401k rollovers,dormant 401k's,life insurance,and investment portfolios

What is Strategic wealth designers's industry? +

Strategic wealth designers operates in the Financial services industry.

What is Strategic wealth designers's revenue? +

Strategic wealth designers's revenue is 11m - 100m

What is Strategic wealth designers's company size? +

Strategic wealth designers has 51 - 200 employees.

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