Financial Advisors
Las Vegas, NV
Strategic Wealth Design is a fiduciary financial advisory firm serving retirees, business owners, dentists, physicians, and pre-retirees across Las Vegas, Glenwood Springs, and the United States. Led by advisors including Michael Beatty and Mahesh, they provide comprehensive financial planning focused on tax reduction, savings optimization, and efficient investing. The firm combines mathematical analysis with emotional intelligence to help clients achieve financial security and freedom, offering services that include retirement planning, business owner financial strategies, 401(k) administration, investment management, and personalized financial organization.
Ideal for: Business owners, high-income professionals (dentists, physicians), pre-retirees and retirees, individuals with complex financial situations
Service area: Las Vegas, Nevada and surrounding areas; also serves Glenwood Springs, Colorado and nationwide
Fiduciary Standard & Fee-Based: Team operates under fiduciary standard, legally obligated to act in clients' best interests. Offers transparent, fee-based advisory without commission conflicts.
Specialized Expertise: Deep experience serving high-income professionals including dentists, physicians, and business owners with complex tax and retirement strategies.
Comprehensive Planning Process: Holistic approach addressing both technical financial planning and emotional aspects of wealth-building; includes 401(k) administration for companies and collaborative work with CPAs and attorneys.
Address: 8675 S Eastern Ave, Las Vegas, NV 89123
Phone: (702) 907-7444
Website: strategicwd.com
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