Wealth Design Group

CONNECT

Address:

3445 American River Drive, Suite B
Sacramento, CA 95864

Phone:

916-480-0669

Fax/Other:

916-480-0670,,Email: Info@wealthdesigngroup.com

About Us

Wealth Design Group is one of Sacramento's preeminent financial consultancies. 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 businesses under a variety of comprehensive planning strategies and tactics. Our goal is to help clients maximize value and minimize risk for their assets to build financial freedom.

The President and Principal of Wealth Design Group is Gary Pevey. Gary joined the financial services industry in 1977. He is a Certified Financial Planner® (CFP®), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). He is an Investment Advisor Representative with Wealth Design Group, a registered investment advisor registered with the State of California. His background includes the asset valuation and operational budget planning for multi-million dollar commercial and agricultural businesses. Gary is a 25-year qualifying and life member of the Million Dollar Round Table.

As an independent wealth strategies company, Wealth Design Group's responsibility is to provide our clients with financial solutions and sophisticated resources to facilitate the complex corporate and personal financial decisions our clients must make.

Wealth Design Group has operated for over two decades in the Sacramento community, building a reputation based on consistent results and integrity. In this way we've established a solid base of satisfied clients who highly recommend us to their friends and colleagues.

Let us help you in building financial freedom for you and your family.

Our Mission

Our mission is to help our clients achieve their goals through unparalleled 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."

Follow Gary on YouTube

You can follow Mr. Gary Pevey on Wealth Design Group's YouTube channel where he shares his over 40 year's of experience working in the financial industry. His passion to help others build financial freedom is why he shares new videos almost every week with knowledge, tools and tips to build stable, secure wealth for your family and business.

You can also follow Gary on LinkedIn where he shares the latest information from the financial industry oriented to family security, retirement, investing, wealth building and building financial freedom.

LIC #0C17920