At Wealth Design Group, we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. We specialize in working with families and owners of closely held business under a variety of comprehensive planning strategies and tactics. Our goal is to help them maximize value and minimize risk for their assets.

As a member of PartnersFinancial, an independent national financial services company, our responsibility is to provide access to those sophisticated resources. Some of the professionals with our firm are currently registered to conduct securities business through NFP Securities, Inc. With those resources in place we facilitate the complex corporate and personal financial decisions our clients must make.

Our Mission

Our mission is to help our clients acheive their goals through unparalled service and innovative techniques that help individuals preserve their estates and their businesses, and provide long-term strategies to protect assets from erosion due to taxes and inflation.

"We will show you things you have never seen before."