Strategic Wealth Designers is a financial planning firm located in

-owned Registered Investment Advisor offering investment management and strategic wealth planning to successful entrepreneurs, high net worth families

care of at every stage of their business journey. From providing advice on everyday issues to guiding our clients the best possible service. With a wealth of experience and expertise, we are committed to

and entrepreneurs throughout the various stages of their journey. We provide comprehensive support with entity selection, partnership, estate planning and regulatory compliance. We also provide strategic advice and proactive guidance to help our clients

, including melding business, legal and creative planning, strategic referrals for wealth management, contract negotiations, and intellectual property. Cathy