Financial Designs Wealth Management

Overview

Financial Designs Wealth Management is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2023. The firm bills itself as a capital allocator and serves a mix of individual, family and institutional clients on a percentage-of-assets basis. Core advisory services listed on the ADV include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, indicating a willingness to outsource or co-manage portions of client portfolios with specialist managers. The firm is not identified as an active ESG investor, does not function as a pension consultant, and is not registered as a multi-state adviser. Ownership is a combination of a domestic entity and an individual, and the firm reports an industry affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices