Company Information

Get to know strategic wealth designers

Strategic Wealth Designers is an independent, fiduciary wealth management firm dedicated to helping clients achieve a secure retirement. Founded with the goal of providing clear and comprehensive financial guidance, the company focuses on creating personalized retirement strategies that cover income planning, investment management, tax efficiency, healthcare costs, and legacy planning. They utilize a proprietary process called "The SWD Retirement GPS" to guide clients through the complexities of their financial lives, acting as a financial partner to ensure all aspects of a client's wealth are working together towards their long-term goals.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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strategic wealth designers

United States

Founded in

2002 (24 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.