By Design Wealth Management

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By Design Wealth Management At By Design Wealth Management, we have the client – and only the client – in mind.

We educate our clients about financial concepts and products, and take the mystery out of investing, estate conservations, and preserving wealth. Our mission statement is to help our clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with them as their trusted and knowledgeable advisors. We aim to accomplish this through education, training, integrity, and outstanding client service.

10/16/2026
Medicare Open Enrollment begins today! Any changes you'd like to make to your coverage must be completed by December 7, ...
10/15/2026

Medicare Open Enrollment begins today! Any changes you'd like to make to your coverage must be completed by December 7, and those changes to your plan will begin on January 1, 2027.

Your health insurance coverage in retirement should work to protect your financial wellbeing. We're happy to help navigate new opportunities or plan changes during this upcoming open enrollment period. Feel free to reach out with any questions, or to schedule a meeting to talk.

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
10/14/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Simplify your cybersecurity with a strong password. Using a mix of upper and lowercase letters, numbers, and symbols is ...
10/13/2026

Simplify your cybersecurity with a strong password. Using a mix of upper and lowercase letters, numbers, and symbols is crucial.

10/12/2026

The market is as unpredictable as the weather. We’re here to help you prepare.
10/07/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

Multi-factor authentication can add an extra layer of protection for your online accounts. Use it to help keep data thie...
10/06/2026

Multi-factor authentication can add an extra layer of protection for your online accounts. Use it to help keep data thieves at bay.

If you've heard weather reports mentioning El Niño, you may be wondering what exactly it is or how it will impact us. El...
10/05/2026

If you've heard weather reports mentioning El Niño, you may be wondering what exactly it is or how it will impact us. El Niño is a regularly-occurring climate pattern, but this one has reached "super" status. Take a look at what that means for different places around the world and how it will alter typical weather events like the Atlantic hurricane season and winter snowstorms across the U.S.

Forecasters say the Pacific Ocean warming pattern could be the strongest on record. Here is what that means for you.

Nearly 30 percent of ultra-high-net-worth families have experienced a cyberattack.As your digital footprint grows, your ...
10/02/2026

Nearly 30 percent of ultra-high-net-worth families have experienced a cyberattack.
As your digital footprint grows, your security habits must evolve too. Securing your wealth is about more than just monitoring your portfolio. It is about building a proactive approach that covers your entire digital life.

Small steps like freezing your credit or segmenting your home network can significantly reduce your risk. These high-value habits are easy to implement and provide a stronger layer of defense for your family assets.

It may be time to revisit how your digital security fits into your broader financial strategy.
Reach out to your financial professional today to discuss a comprehensive approach to securing your digital wealth.

Sources:
JPMorgan.com, January 23, 2026
Risk-strategies.com, 2025
Toplinecu.com, March 18, 2026
Fidelity.com, 2026

Address

2711 Middleburg Drive, Suite 313 C
Columbia, SC
29204

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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