Get to know us

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Our Approach

Building Long-Lasting Partnerships

At Wealth Planning & Design, we believe in delivering financial guidance that stands the test of time. With over 85 years of service, our firm is deeply rooted in the values of trust, dedication, and personalized care. We work with individuals, families, and businesses to create and protect legacies through strategic financial planning that addresses both immediate needs and future aspirations.

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Our Process

At Wealth Planning and Design, we believe in a comprehensive and client-centered approach to investment strategy. Here’s how we collaborate with you:

Getting to Know You
  • We begin by understanding your unique financial goals, values, and family priorities to ensure that our services align perfectly with your vision.
What We Do
  • Our team outlines our approach, services, and areas of expertise to give you a comprehensive view of how we can support your financial journey.
Move Forward?
  • After the initial discussions, we mutually assess whether our partnership is a strong fit to achieve your goals effectively and collaboratively.
How We Are Compensated
  • We believe in transparency and clarity, discussing our fee structure upfront so you understand the value and investment in our services.
Your Financial Situation
  • We perform a detailed review of your financial status, including assets, liabilities, and current strategies, to create a complete financial profile.
Find Areas For Improvement
  • Based on your financial profile, we identify key areas where adjustments or optimizations can enhance your financial well-being.
Discuss Potential Solutions
  • We present tailored strategies that address your financial needs, whether it's wealth growth, risk management, or legacy planning.
Select Solutions
  • Together, we choose the most suitable strategies, ensuring they align with both your financial goals and risk tolerance.
Take Actions
  • With your approval, we implement the chosen strategies, coordinating each step to make the process seamless and efficient.
Review
  • Regular reviews keep your financial plan up-to-date and responsive, ensuring it continues to meet your evolving goals and market changes.

Our Mission

Your Legacy, Our Priority


Through comprehensive financial services, we aim to support families in preserving and growing their wealth across generations. Our team is dedicated to creating impactful financial solutions that honor each client’s unique vision for the future, ensuring that their legacy endures.


Generational Expertise
Wealth Planning & Design isn’t just about managing assets—it’s about guiding families through every stage of their financial lives. From investment and estate planning to retirement and tax strategy, we provide holistic financial services with a deeply personal approach.


Professional Dedication
Each member of our team brings a passion for helping clients feel secure and empowered in their financial choices. We are committed to providing clarity and confidence in every step of the financial planning process.

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