About Us

Wealth Design Group is one of Sacramento's preeminent financial services firm. We define our role as advocates on behalf of businesses and families who require highly specialized financial 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 Retirement Income Certified Professional (RICP), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). 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.

The Client Engagement Director of Wealth Design Group is Sharda Ryan. Sharda has extensive knowledge and expertise providing clients and advisors support and solutions since 2008. 

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