Strategic Wealth Design

05/29/2026

We were proud to sponsor the Southern Nevada Dental Society and Nevada Dental Association CE Dinner Meeting with Endodontist Dr. Ben Barborka on May 14. Thank you for having us and putting on such a great event. We can't wait until the next one!

05/27/2026

Thank you to everyone who joined us for our Annual Mother's Day Celebration! It was a beautiful afternoon celebrating the moms and mother figures in our lives. Thank you to Brew Tea Bar for providing boba for our guests. We can't wait to see you again next year 💮

05/25/2026

We are closed today for Memorial Day. We honor and remember the brave

05/23/2026

Today's -

We're proud to announce that our President, Mahesh "MO" Odhrani, has joined the UNLV Lee Business School Lee Corporate Advisory Board! He's excited to serve his Alma Mater by providing advice and support to the university, its students, and faculty. Go Rebels!

05/04/2026

🌸 Mother’s Day is about memories.
Join us this Friday for a relaxed afternoon celebrating the moms and mother figures in our lives.
✨ Floral arranging
✍️ Handmade cards
🧋 Complimentary boba from Brew Tea Bar
📅 May 8 | ⏰ 3–6 PM | 📍 SWD Las Vegas

RSVP is appreciated. RSVP here: https://www.strategicwd.com/upcoming-events/swd-mothers-day-celebration-may-8th-2026/

04/27/2026

One of our favorite traditions! Join us on May 8th for an afternoon of creativity, flowers, and time with the family. Bring the kids to create something special—and enjoy complimentary boba tea from Brew Tea along the way. RSVP down below. We’d love to see you there!

https://www.strategicwd.com/upcoming-events/swd-mothers-day-celebration-may-8th-2026/

04/10/2026

This week's -

The team recently had the pleasure of hosting a Retirement Planning Workshop led by Danielle Howard and Molly McMahon in Glenwood Springs, CO! Great conversations, insightful questions, and a room full of people preparing to take the next step toward their financial future. Thank you to everyone who joined our event. We can't wait to be back!

04/03/2026

Starting your career as a physician or dentist is exciting, but the financial decisions can feel overwhelming.

Your income often increases quickly, and suddenly you are navigating contracts, student loans, benefits, taxes, insurance, and long term savings all at once.

Focus on five essentials early: understand your employment contract, build a clear budget, create a smart student loan strategy, protect your income with disability insurance, and develop a comprehensive financial plan.

A strong foundation in your first few years can shape decades of financial stability.

Use these tips to get started on your financial planning:
https://www.strategicwd.com/topics/financial-planning/financial-planning-tips-for-new-physicians-and-dentists/

5 Financial Planning Tips for New Physicians and Dentists Jan 22, 2026 | Blogs, Financial Planning, Physicians/Dentist If you are a new physician or dentist, you may be overwhelmed by the number of financial decisions you need to make as you start your career. Physicians and dentists are unique as t...

03/24/2026

Glenwood Springs, CO friends and clients, we are hosting a Retirement Planning Workshop on April 1.

One of the most common questions we hear is “Am I actually ready to retire?”

Retirement planning is really about income, taxes, healthcare, and making sure your financial life supports the lifestyle you want in the years ahead. During this workshop, we will talk through the key financial decisions people should be thinking about as they approach retirement.

Small group setting, complimentary appetizers, and drinks.

You can learn more and reserve a seat here:

April 1st @ 5:30 PM | An Educational evening and Workshop at Ironbridge Grill. Hosted by Senior Financial Advisor Danielle Howard, CFP®.