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Strategic Wealth Designers
Your trusted fiduciary partner for personalized wealth management and retirement planning in Louisville.
5(5 reviews)
$$$
Business
financial-advisor
financial-advising
No photos available
About Strategic Wealth Designers
Strategic Wealth Designers is a premier financial advisory firm in Louisville, KY, dedicated to helping individuals and families achieve their long-term financial goals. As fiduciaries, we prioritize your interests with personalized retirement planning, investment management, and comprehensive wealth strategies. With over a decade of experience and a 4.6/5 rating from satisfied clients, we offer conservative, low-fee investments and exceptional customer service to guide you through your golden years with confidence and clarity.
Business Info
Location
500 N Hurstbourne Pkwy #120, Louisville, KY 40222, USA
Services Offered
Retirement Planning
Personalized strategies for IRA, 401(k), and other retirement accounts to secure your financial future.
Investment Management
Conservative, low-fee investment portfolios tailored to your risk tolerance and goals.
Wealth Management
Comprehensive financial planning including estate planning and tax-efficient strategies.
Fiduciary Advisory Services
Acting in your best interest with transparent advice and no sales pressure.
Financial Consultation
One-on-one meetings to discuss goals, options, and create customized financial plans.
Reviews
5(5 reviews)
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