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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 |
RecommendedWe've worked with Victor Ernst for a long time now and we're so glad we met him! Over the years he's given us great advice that has helped us build our retirement savings. Victor always takes time to make sure you understand your options and the market and is very proactive in making sure that you are always comfortable about how your money is being invested. I recently met Mahesh and was very impressed with him as well.
When it comes to advice in saving money, plans for getting out of credit card debt, and putting money away for the future, Mike has been absolutely amazing for me. His advice and direction he has pushed me changed my financial outlook the past couple years. Mike genuinely has always had my best interest in mind and his honesty is what sets him apart from anyone else in this industry. I would recommend Mike to anyone in my circle.
Michael Beattie is great. He is always right on top of everything, knows what’s going on, and is very thorough. He always returned your calls and keeps you informed.
Love the work that they do! They take time to reach out to you and it shows that they truly care about your goals and dreams
I have hired Strategic Wealth Design, my Certified Financial Planner is Mahesh Odhrani. He took the time to go through all my company P&L's, Tax returns and overall personal finances, insurances and liabilities. He gave me several ways to immediately start saving money tax free and helped me set that up, then I received a detailed report with recommendations to improve my income and additional ways to protect myself and my family. I would highly recommend their services. In fact I was so impressed with Mahesh I asked him if ... read more
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 closed now. It will open tomorrow at 8:00 a.m.
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