We are honored to share a piece of Zaldy's (our Creative Media extraordinaire) journey and his family's heart for their hometown in the Philippines. Ten years ago, Zaldy's father started a mission to uplift local schools by providing resources and funding, giving children the chance for a brighter future. Earlier this year, SWD Cares proudly joined this initiative, helping deliver vital support to these schools. Zaldy's father recently returned home to personally share these resources, connecting with the schools and their incredible students. Check out the inspiring video and photos from his visit. It's a reminder that together, we can make a lasting impact. #philippines #swdcares #strategicwealthdesigners #brighterfuture #charity #givingback https://lnkd.in/gvard3F4
Strategic Wealth Designers
Financial Services
Louisville, Kentucky 8,280 followers
Strategic Wealth Designers is an independent financial planning firm serving retirees across the United States!
About us
Strategic Wealth Designers is an independent financial planning firm serving Louisville, KY, Denver, CO, Cincinnati, OH, Indianapolis, IN, Lexington, KY and Plainfield, IN. Our certified financial advisors offer fiduciary retirement and wealth management advice. Let us handle all of your retirement planning, financial advising, and investment strategy needs. Founded in 2002 by Matt Dicken, Strategic Wealth Designers (SWD) is an independent financial services firm focused on safer money strategies. Matt founded the firm to fulfill his dream of educating the public on the financial mistakes many stock brokers and advisers convince people to make with their investments. Because SWD is not owned or controlled by other financial institutions, we are free to offer our clients the best products and are not limited by quotas. We pride ourselves as being a independent fiduciary planning firm. SWD investment strategies provide clients with a worry and stress free road to retirement. We are proud to be named on the Inc 5000's fastest private growing companies of 2020. We also are A certified by the Better Business Bureau. Learn more what it is like to work for our retirement planning firm by visiting https://SWDgroup.com/Careers We are confident we are unlike any financial planning firm you have seen before!
- Website
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https://swdgroup.com
External link for Strategic Wealth Designers
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Louisville, Kentucky
- Type
- Privately Held
- Founded
- 2002
- Specialties
- Wealth Management, Retirement Planning, Insurance, High-Net Worth Strategies, Tax Reduction in Retirement, Estate Planning, Social Security, Financial Planning, Financial Advising, Financial Plans, 401K Rollovers, Dormant 401K's, Life Insurance, and Investment Portfolios
Locations
Employees at Strategic Wealth Designers
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Dustin Stanley
Partner/Executive Vice President at Strategic Wealth Designers and Strategic Wealth Investment Group
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Donna Wishard
Administrative Coordinator at Strategic Wealth Designers
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Patrick Barry
Expert at filling the gap of where you are and helping you get to where you want to be.
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Jon Jarboe
Financial Advisor at Strategic Wealth Designers
Updates
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We are thrilled to announce that Chandra Halverson has joined us as our new Director of Operations and Compliance! With over 20 years of experience in the financial services industry, Chandra brings a wealth of knowledge and expertise to our team. Most recently, she served as the Senior VP, Head of Operations for SageView Advisory Group, where she demonstrated exceptional leadership and strategic insight. Chandra will be instrumental in guiding us as we continue to grow and enhance our operations. We are excited to have her on board and look forward to the valuable contributions she will make. Please join us in welcoming Chandra to the team! https://lnkd.in/eYFrSZ_S
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Strategic Wealth Designers reposted this
Back for a fourth year, tickets are on sale for Apron's 10-Taste Salute! This is THE fundraising Gala for Louisville foodies. This year's event honors the legendary culinary icon Chef Anoosh Shariat and the chefs and food that he has inspired. This year’s event includes numerous courses, cocktails and wine. 📅 Day: October 13, 2024 ⏰ Time: 5:00pm - 8:30pm 📍The Olmsted 🎟️ Tickets: $150 each or $1,200 for a table of 8 *Must be 21 to attend Buy tickets now: https://lnkd.in/eVPsP6Mx Thank you to our sponsors! ⚖️ Vaughn & Smith,PLLC 🍾 Korbel Champagne Cellars 🍷 WINE AND SPIRITS WHOLESALERS OF KENTUCKY 💰 Strategic Wealth Designers 🫶 Jack Harlow Foundation
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Starting this Monday off with a spotlight on our Charlotte, NC office! https://lnkd.in/eu_mmCrD
Strategic Wealth Designers on Instagram: "Unpopular opinions and do you prefer bone-in or boneless wings? Just some of the questions we ask our Charlotte office in this week’s #officespotlight #swdgroup"
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Work hard, play hard! #LCG2024 #louisvillecorporategames #strategicwealthdesigners
Director of Culture & Strategic Initiatives @ Strategic Wealth Designers | HR and Talent Acquisition Leader
Two weekends ago, team members came from all across the country for a weekend of fun in Louisville, KY. We celebrated together all weekend and competed in the Annual Louisville Corporate Games. Our team came in 2nd place in our division and for our t-shirt design, and of course we won the team tailgating contest! So grateful to work with each of these individuals. #werehiring #comeworkwithus #swd #strategicwealthdesigners
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Strategic Wealth Designers reposted this
Director of Culture & Strategic Initiatives @ Strategic Wealth Designers | HR and Talent Acquisition Leader
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Strategic Wealth Designers was ranked #106 in USA Today's list of best Financial Advisory Firms out of 32,600 (as of 2022) RIA firms! https://lnkd.in/gjf37B-X.
Finding a financial advisor can be daunting. We rank the top firms.
usatoday.com
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Meet our Atlanta team! #comeworkwithus #werehiring #strategicwealthdesigners
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Get to know our Peoria team! We think they're awesome! #werehiring #comeworkwithus
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What makes us different? It starts with the people and the culture that's been built here. #swdgroup #strategicwealthdesigners #comeworkwithus #companyculture https://lnkd.in/g8wWtHCp
What makes us different? It starts with the people and the culture that's been built here. #swdgroup | By Strategic Wealth Designers | Everybody here and I'm sure at at many or most other firms out there, you're going to find a lot of people that care but there's something about the people here that's just different. We're very close. It's so refreshing like having a job outside of this before I c
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