As an entrepreneur, our CEO Jorge Valdes had tunnel vison when it came to building his businesses. That bred success, but it also created personal blind spots. When he noticed them, all the personal financial decisions that required attention, he knew many other business owners wound find themselves in similar predicaments. That thought served as the seed for Financial Designs Wealth. Wealth management catered to business owners by a business owner.
Our aim is simple. To provide business owners with a clear path to securing their finances and legacy. Our 360 approach means putting together an integrated strategy that will help grow, protect, and prolong assets for generations to come. Together we will design your family’s financial future.
