Wealth Design Services, Inc. is an independent financial firm based in Geneseo, Illinois. The company focuses on helping individuals and families establish and maintain their long-term financial goals through a holistic planning approach. Their services encompass investment management, retirement strategies, estate conservation, and access to various insurance and annuity products. They operate as an office of LPL Financial, a major registered investment advisor and broker-dealer, which provides them with back-office support and a wide range of financial products.

Founded in

United States