We're building a new kind of financial services firm. Built on the principle of doing what's right, not what's popular. We believe that people should have the financial freedom to achieve their dreams. Are you ready for the Strategic Wealth Designers experience?

Company Trips

Yearly Company Trips

We believe that with hard work, comes great reward, and that is the driving force behind our yearly company trips. If we all come together to achieve our yearly goal, we all travel together to relax and celebrate. Plus, not only is this company trip for our employees, but also for a plus one of their choosing.

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Team-Oriented Goals

Team Oriented Goals

In addition to our company goals, we also strive to exceed inter-department goals, as the success of the company is determined by the success of each department. Who knows, you might show up to work one day and end up jumping out of an airplane.

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Personal Development

Personal Development

Not just a core value of SWD, but a building block to our success. We want you to never stop growing or developing professionally. To help achieve this, we believe in funding conferences, certifications, additional courses and training to help propel your forward.

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Company Events

Company Events

Whether it is at our year-end party, team-building exercises or a fun night after one of our Wine & Wisdom events, we believe that a team that works hard together, should play hard together.

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Building an Experience

Building an Experience

We believe that our culture is what truly sets us apart. When you work for Strategic Wealth Designers, you are a part of our family and everyday is a new experience in building toward the future, developing professionally and being a part of the community you live in.

We're just getting started. Join us as we continue to scale nationally, expand our partnerships, and build toward providing financial peace of mind to millions of retirees.

Ready for SWD?