Strategic Wealth Designers

Mother moved to Atlanta, GA after our Father passed. Thankfully her SWD Advisor Josh Smith professionally and personally handled her finances allowing for a very positive transition. They make it easy for Mother to contact her Advisor by phone or meet via zoom for updates on her accounts. As a fiduciary company SWD and her Advisor Mr. Smith only have Mother's best interests in mind. Their planning has allowed Mother at 88 years young to live comfortably in a beautiful independent living community. SWD's priorites in the correct investments have made Mother feel most confident in her future. Our Mother is happy, healthy, safe and financially able to live out her days which is very important to both her and us, her adult children.

I read a blog which had a list of questions to ask a financial advisor. I found it very useful, since there are so many individuals and firms out there with multiple options for what they can offer you. As someone with very little investing experience, the choices can be daunting. The blog helped me understand some of the terminology and ideas behind different investment opportunities, and helped clarify some information about fiduciaries. Recommended for those who are new to investing and need some guiding questions to get them started.

We have worked alongside Strategic Wealth Designers to help coordinate their events since 2008. We have had the pleasure of getting to know their entire team over the years and they are nothing short of exceptional. The attention to detail and care they put into all their educational events is top notch. It’s easy to see how much they want to help their clients and those who are nearing retirement.