Strategic Wealth Design

Strategic Wealth Design Strategic Wealth Design is a wealth management, insurance and estate services firm located in Las Vegas, Nevada and with clients around the United States.

Strategic Wealth Design (SWD) is a financial, insurance, and
retirement services firm headquartered in Las Vegas, Nevada, with clients across the United States. Strategic Wealth Design is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.
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We are proud to sponsor this upcoming event with our friends over at Southern Nevada Dental Society . Join us for an eve...
09/01/2026

We are proud to sponsor this upcoming event with our friends over at Southern Nevada Dental Society . Join us for an evening of learning with Dr. Marwa Abulhasan. Be sure to stop by our booth and say hi!

Most Business Owners Never Ask "How close am I?"How close are you to financial independence? How close are you to having...
08/22/2026

Most Business Owners Never Ask "How close am I?"

How close are you to financial independence? How close are you to having options? How close are you to a successful transition when the time comes?

In our upcoming webinar, we'll discuss the four questions every business owner should answer before leaving their business and show tools to help evaluate your current level of readiness.

Bonus for Registrants. Receive complimentary access to the Freedom Score Assessment when you register.

📅 Exit Ready: The 4 Questions Every Business Owner Must Answer Before Leaving Their Business
👉 Reserve your spot today: https://zurl.co/ZPie6

08/11/2026

Negotiate your college scholarships. Just like a job offer, there's often some wiggle room, especially if you have another offer from a competing university. If you need more tips on navigating paying for college, watch our full college planning webinar: https://zurl.co/agX4b

Most business owners know how much revenue their business generates. Far fewer know how prepared they are for life after...
08/06/2026

Most business owners know how much revenue their business generates. Far fewer know how prepared they are for life after the business.

That's why we're offering complimentary access to our Freedom Score Assessment when you register for our upcoming webinar.

Exit Ready: The 4 Questions Every Business Owner Must Answer Before Leaving Their Business

You'll learn:
✅ What's your endgame?
✅ By when?
✅ How much is enough?
✅ How close are you today?

📅 August 27 @ 11AM

👉 Register today: https://zurl.co/RhiOl

08/03/2026

Did you know you can use a 529 College Savings Plan for off-campus rent? We covered that and so much more in our webinar, Navigating the Road to College 2026. Missed it? Catch the full recording now!

👉https://zurl.co/DuC6Q

07/29/2026

A ton of changes to student loan repayment programs went into effect this July. The One Big Beautiful Bill, IDR plans eliminated or modified, and new borrowing caps are all affecting how you pay off your student loans. We covered it all in our recent Student Loan Repayment Strategies webinar.
Watch the recording now! 👉https://zurl.co/M6GpT

Huge thank you to Sam at Krevich Consulting for designing our new pull-up banner! We can't wait to use it at our upcomin...
07/16/2026

Huge thank you to Sam at Krevich Consulting for designing our new pull-up banner! We can't wait to use it at our upcoming events. If you see it while out and about, stop by our table and say hi!

Two Anniversaries on one day?? Please join us in congratulating Belle Rivera on her 3rd Work Anniversary with Strategic ...
07/10/2026

Two Anniversaries on one day?? Please join us in congratulating Belle Rivera on her 3rd Work Anniversary with Strategic Wealth Design! Belle is our incredibly busy Senior Client Services Specialist. She's in the background helping with everything we do, from providing the documentation and admin support for financial planning and investment accounts to sending client gifts and communication. As our team says, she does all the things. Happy Workiversary, Belle!

Happy 3rd Work Anniversary, Jerrod Crouch! Jerrod, one of our amazing financial advisors, has been busy helping clients ...
07/10/2026

Happy 3rd Work Anniversary, Jerrod Crouch! Jerrod, one of our amazing financial advisors, has been busy helping clients at Strategic Wealth Design for the past 3 years. Whether you've met him at an event, as a speaker at a presentation, at our webinars, or have the pleasure of having him as your financial advisor, we hope you'll join us in congratulating him on a fantastic 3 years with the firm!

Parents and students often approach college planning from different perspectives. Parents are thinking about cost. Stude...
07/06/2026

Parents and students often approach college planning from different perspectives. Parents are thinking about cost. Students are thinking about where they want to go. This webinar brings both together.

Join us to learn:
• How college funding actually works
• What impacts financial aid
• What students should be doing at each stage

📅 July 9
🕛 12:00PM - 1:00PM PST

Save your spot: https://zurl.co/z0sKd

Address

8675 S Eastern Avenue
Las Vegas, NV
89123

Opening Hours

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

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