OUR CLIENTS

Are a diverse group of people who want to protect their assets and maximize their wealth. They desire an intensely personal approach that relies on years of experience, attention to detail, and above all else, objectivity. They want to work with a skilled team of people that can bring simplicity to complex situations.

WHAT WE DO

We provide financial planning to families and people with complex situations or are nearing retirement. We use a collaborative hands on process that combines investment management, financial planning, and tax planning.

OUR ADVISORS

Each advisor is a graduate level specialist in retirement/estate planning, investments, and taxes. The advisors work together as a team on each client relationship.

OUR BELIEFS

  • Every client is unique and deserves to have a personalized relationship.
  • Our primary objective is maximizing your wealth with active management of risk.
  • Asset sustainability and maximization are best accomplished through the coordination of financial planning, active tax management and strategic investment management.
  • All recommendations are made in the best interest of the client.

HOW WE CAN
HELP YOU

Retirement Planning and Management

Your key to a consistent and sustainable retirement paycheck.

Financial Planning for People in Transition

Building a plan for the changing road ahead.

Investment Management

Customized portfolios using our global platform.

Sometimes you just need to find clarity

We can help you navigate the landscape

People You Can Depend On


Our clients choose to work with us to have a close working relationship with a trusted competent team of wealth advisors.  Our clients rely on us for objective, strategic and personalized advice.

Selecting a financial advisor is one of the most important decisions that someone can make.


You have to choose wisely.


We are entrusted to help our clients create a successful future and to protect their resources that have taken a lifetime to build. Wealth Design Services provides fee-only investment, tax, and financial management services to individuals and families at all points in life.

Not Your Typical Advisor


Wealth Design Services sets its service apart from your average financial advisor. We provide a holistic approach to financial planning that combines strategic tax management, cash-flow based retirement planning, and active investment management.

Typical Financial Advisor

WDS Financial Team

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General knowledge of personal financial issues

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Each advisor is a graduate level specialist in retirement, estate planning, investments, and taxes. The advisors work together as a team on each client relationship.

 

 

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Asset allocation derived from your financial plan

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Asset allocation is based on risk tolerance questionnaire

 

 

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Wealth plan is derived using historical risk/return metrics

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Wealth plan is derived by assessments of future risks and returns, adjusted for client specific planned outcomes.

 

 

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No specific tax services.

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Preparation of tax returns included.

 

 

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Wealth improvement through tax management.

 

 

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Investment approach typically focuses on pre-tax absolute returns.

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Investment approach often focuses on maximizing after-tax returns

 

 

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Portfolio construction using generic models.

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Portfolios construction using flexible, customized models.

 

 

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Fee structure lacks transparency.

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Fees are transparent.

 

 

Steven Schwartz

Steven Schwartz

President, CPA, JD, PFS,RMA, NAPFA Registered

Jamie Block

Jamie Block

Chief Operating Officer, Financial Planner, CFP,CPA,MBA, NAPFA Registered

 

Contact Us for a Free Consultation

 

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