Wealth Design Group

Wealth Design Group prioritizes financial coaching and service, aiming to inspire and guide families in investing truths and crafting purpose-driven plans. Their approach emphasizes empowering clients through personalized coaching, sharing valuable investment knowledge, and utilizing Nobel Prize-winning principles. Investing with WDG aligns with personal, familial, and community goals. Through one-on-one coaching, clients define their wealth's purpose and receive tailored strategies. Monthly coaching and seminars ensure ongoing education on financial topics and potential pitfalls. WDG employs scientific, not speculative, investing principles to grow, protect, and manage wealth. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 3040 Post Oak Blvd., Suite 1150 Houston, TX 77056, ph# 281-220-2700. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America? (Guardian), New York, NY. Wealth Design Group is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.

网站

wealthdesigngroup.net

Wealth Design Group的外部链接

所属行业

金融服务

规模

51-200 人

总部

Houston，TX

类型

私人持股

创立

2005

领域

Retirement Planning、Investing、Comprehensive Financial Planning、Estate Planning、Income Protection、Investment Coaching和Insurance Planning