Our Investigation

Your Success

We have a very unique approach in that we help people FIND MONEY they are currently losing unknowingly and unnecessarily. We believe there is more opportunity to serve our clients by helping them avoid the losses than by picking the winners.

If you are serious about achieving what matters most, you need a different approach.


Wealth Plan Difference

Live a financial life that matters.
Confidence your financial house is in order
Confidentially master you wealth


Are We Different

You want to live a life that matters and reach your financial potential.

But there is just too much to do and too little time, the important things are falling through the cracks, in fact all kinds of things are falling through the cracks.

You know you’re capable of more but it feels like time is running out, you don’t want to just survive, you want to make meaningful progress towards something that

Wealth Planning and design understands how hard it can be, like you we have faced the same challenges you have faced including the overwhelming demands of family and a career that never leaves time for planning. Even with these obstacles we have figured out how to accomplish extraordinary success both personally and professionally With over 50 years of combined financial planning experience we have successfully coached families to higher levels of achievement.

The truth is it’s not your fault that you have tried and failed to establish a financial plan or that you keep getting…

Financial Advisor Sarasota Fl

Financial Advisor Sarasota Fl When it comes to money, nothing is more critical than good communication. But whether it’s with your spouse, business partner, or advisor, all too often financial conversations are difficult. Wealth Planning and Design wants to help you discover how to communicate more effectively in problem solving, processing information, managing change and facing risk. To speak with a financial advisor from Wealth Planning and Design in Sarasota, FL, call (941) 361-1484.

Gold Coins Raleigh NC

PM Capital
125 East Main Street Suite #522
American Fork UT 84003 US
If you’re thinking about investing in gold coins in Raleigh, NC, make a call to one of our experts at PMCapital before you make an investment. Discuss your objectives with one of our representatives and we’ll make sure you’re pointed in the right direction, so you’ll reap the benefits of a wise investment in the future. PM Capital

Small Business Accounting Philadelphia

David Sobel CPA & Co  
1623 Addison St
Philadelphia PA 19146 US
(215) 546-8900
Affordable small business accounting in Philadelphia is just a phone call away at David Sobel & Co. Whether you’re running a start-up or a long-standing business within the community, we can provide the help you need to keep your business running smoothly. Give us a call for assistance with cost controls, loan applications, credit policies, cash flow issues, or other management problems. David Sobel CPA & Co  

Accounting Services Duluth

Accounting Partners, Inc.
Our experts at Accounting Partners provide custom accounting services for Duluth residents and business owners looking for accuracy. Contact us by phone at 678-990-0924 to discuss small business accounting services that include start-up accounting, entity selection, Tax ID services, software selection and implementation, and more.

Cyprus Citizenship By Investment

Citizenship-by-Investment in Cyprus. Cyprus is an attractive Mediterranean place to reside or retire. Cyprus citizenship allows you and your family enjoy full citizenship for life, which can be passed on to future generations by descent. The1eupassport.com



  • Upcoming Event
    October 10, 2017
    6:30 pm


  • Upcoming Event
    August 31, 2017
    12:08 am

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  • Upcoming Event
    August 26, 2017
    3:30 am

    The Devyn
    7113 South Tamiami Trail
    Sarasota, 34231

  • Upcoming Event
    August 30, 2017
    10:30 am

    Homebanc Building
    Community Room-1st Floor
    6230 University Parkway
    Sarasota, 34240

  • Upcoming Event
    August 31, 2017
    10:15 am

    The Devyn
    7113 South Tamiami Trail
    Sarasota, 34231

  • Upcoming Event
    September 5, 2017
    12:00 pm

    The Devyn
    7113 South Tamiami Trail
    Sarasota, 34231

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