Strategic Wealth Designers

grh _{on Google}

Apr 18th, 2023

Not very well run or knowledgeable and just looking for uneducated people to sell high priced services and products

Dan Hoehler _{on Google}

Feb 5th, 2023

Theyre having a wonderful wine & wisdom event at the Mohammed Ali center. Could not be happier with their services.

ted terrell _{on Google}

Nov 16th, 2022

Veronica is helpful in getting a better understanding of what needs to be updated!

Jack Conlin _{on Google}

Nov 2nd, 2022

Strategic Wealth has helped protect and grow my assets. It is comforting knowing they are watching out for me.

Susan Fischer _{on Google}

Aug 25th, 2022

Mother moved to Atlanta, GA after our Father passed. Thankfully her SWD Advisor Josh Smith professionally and personally handled her finances allowing for a very positive transition. They make it easy for Mother to contact her Advisor by phone or meet via zoom for updates on her accounts. As a fiduciary company SWD and her Advisor Mr. Smith only have Mother's best interests in mind. Their planning has allowed Mother at 88 years young to live comfortably in a beautiful independent living community. SWD's priorites in the correct investments have made Mother feel most confident in her future. Our Mother is happy, healthy, safe and financially able to live out her days which is very important to both her and us, her adult children.