Overview

Wealth Design, LLC

Information by Research TrustFinance

https://wealthdesignllc.com/

Founded in 2004, Wealth Design, LLC is an independent financial planning and investment management firm based in Grand Rapids, Michigan. As a fee-only Registered Investment Advisor, the company is committed to providing objective, unbiased advice tailored to the unique goals of its clients. Their services encompass a wide range of financial needs, including retirement planning, investment strategy, wealth accumulation, and legacy planning, all delivered through a fiduciary standard of care.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service