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Strategic Wealth Design
- Financial Services
- Paradise, NV
About this business
We recognize at Strategic Wealth Design that everyone is focused on achieving two primary goals: Financial Freedom and Financial Confidence. But, work, family and social obligations often make it difficult to find time to strategically plan a financially confident future. That is why we serve busy families, small business owners and professionals who are looking for financial guidance and coaching. Our goal is to help them create a comfortable sustainable life for themselves and their families, so they can focus on other thi... read more
Location details
2190 E Pebble Rd #260, Suite 260, Paradise, NV, 89123, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:30 p.m. | |
| Tue | 8:00 a.m. to 4:30 p.m. | |
| Wed | 8:00 a.m. to 4:30 p.m. | |
| Thu | 8:00 a.m. to 4:30 p.m. | |
| Fri | 8:00 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
RecommendedMahesh and his team at Strategic Wealth Design are outstanding! We have used them for about 10 years and they have always done a great job for us. They handle our 401k and 529 plans and some insurance. Mahesh and his team are knowledgeable, professional and excellent problem solvers. I strongly recommend.
Mike is a great financial advisor. I went in to learn about different strategies to save money and apply for insurance. He didn’t hesitate to take his time to educate me about many different options I could have. I really appreciate him calling/texting every once in awhile to check up on my status and future plans.. Highly recommend!!
Mahesh has been spectacular in consolidating my accounts and establishing my investment strategy. Michael, who works with Mahesh has been handling the extensive paperwork required by the many 401k accounts. Excellent job!
Mahesh and his team are very good at what they do! They are always available to answer my questions and find solutions!
Easy to work with. Focused on our needs. Very trusting.
Mahesh has been my financial advisor for nearly 6 years. I have referred him to friends and family and will continue to do so. He is capable and trustworthy. I started working with Mahesh at an incredibly difficult time in my life, I was going through a divorce and he was a person I could consistently count on to provide not only solid financial advise but also a compassionate ear. He is always professional and discreet. I cannot say enough about him and his character.
Both Mahesh and Michael have been great to work with. Mahesh listens to our goals and is helping us take the appropriate steps to reach them. I would definitely recommend Strategic Wealth Design.
Mahesh is great to work with. He really listens to his clients and uses a truly holistic approach to accomplish their goals. Would recommend him without any reservation at all.
Mahesh is terrific to work with, and great at what he does!
Frequently asked questions about Strategic Wealth Design
How is Strategic Wealth Design rated?
Strategic Wealth Design has a 5 star rating with 51 reviews.
When is Strategic Wealth Design open?
Strategic Wealth Design is open now. It will close at 4:30 p.m.
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