Simplifying the World of Finance

Financial Designs Wealth Management (FD Wealth) provides holistic financial solutions customized for your unique goals, priorities, and needs–so you can build, manage, and preserve your wealth for generations.

Experience Finance Differently. Experience FD Wealth.

Comprehensive financial services that empower you. Our broad range of solutions meets you where you are, emphasizing strategic planning executed with care.

Financial Planning

Collaborate on custom strategies that align with your personal goals–short and long-term.

learn more

Your planning journey begins with a conversation. We take the time to understand your current financial situation and future goals, then put together a plan of action, presented simply.

learn more

Wealth Management

Experience a disciplined approach to personalized cash & investment management that makes your money work for you.

learn more

Together with a trusted independent advisor, learn about why we believe multifaceted wealth management is crucial to maintaining and growing your net worth.

learn more

Retirement Planning

We help you secure your future with effective & proactive retirement solutions.

learn more

We help you identify your retirement goals and strive to develop a resilient, efficient plan for the future.

learn more

Employer Retirement Plans

Administer a competitive employer retirement plan tailored to your company and employees.

learn more

Dive deep into retirement plan options with an independent, knowledgeable expert. Emerge with a unique plan design that maximizes the benefit for you and your people.

learn more

Estate Planning

Sleep well knowing the next generation is set up for a seamless transition and your legacy is carried out exactly as you wish.

learn more

We quarterback the process with your attorney by explaining the overwhelming legal jargon simply; ensuring protection of your legacy and assisting in providing financial wellbeing for your family, present and future.

learn more

Life Insurance

Custom solutions to protect what 
matters most.

learn more

We help secure the right policy for your situation, protecting your family, business, and legacy throughout your lifetime and beyond.

learn more

We Take Your Personal Finance, Personally.

You deserve customized financial solutions from experienced advisors whose main priority is You & Yours. 

Independent

Because we believe in giving you every option. Our independent status allows us to focus solely on your best interests, offering flexibility across a wide range of strategies and services.

Transparent

Because we want you to feel educated & empowered. As fiduciaries, we strive to provide full transparency, ensuring our clients understand the “why” in every suggestion.

Simple

Because we simply care. Finance doesn’t have to be complicated, confusing, or challenging. At FD Wealth, we’re shifting the paradigm. We focus on to-the-point, educational advice that leaves you ready and prepared, not confused, and overwhelmed.

Personalized

Because your financial security is too important for a one-size-fits-all solution. We believe in creating bespoke financial plans that reflect your unique situation, goals, and aspirations. Financial Designs Wealth is boutique for a reason–so we can give you the time and dedication you are entitled to.

A Family-Owned Business With a Tight-Knit Team of Independent Advisors.

Together, we strategize using our specialized expertise for wide-ranging, thorough holistic financial solutions. Meet the Financial Designs Wealth Advocates working hard to make your money work for you.

Founding Principal

Founding Principal & CCO

FINANCIAL DESIGNS WEALTH MANAGEMENT FINANCIAL DESIGNS

Explore the Newest In the World of Finance.

We share the latest insights in financial planning, market trends, and investment strategies–and how they may affect you.

A Glimpse Of A Future

By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Rate Cut Expectation Updates   The market continues its great run this year with the S&P 500 Index actually breaking 5,500 for the first time ever. We had several big

Despite Adversity, Job Growth Remains Strong

By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Economic Update Interest rates rise, inflation persists, Ukraine and Russia remain in conflict, and yet job growth and production remain strong! JOBS: All eyes were on the October 7 jobs

Despite Scary Stories, Stocks Show Strength

By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Happy Halloween! There are many scary movies that come out around this time of year, but some of the scariest stories are in the financial media. Recession looming, high inflation,

Schedule a Consultation

Schedule a Consultation

Please enable JavaScript in your browser to complete this form.
Scroll to Top