Financial Designs Wealth Celebrates Doubling Assets

Holistic wealth management firm Financial Designs Wealth celebrates doubling client assets in less than three years since its founding

Miami, FL, Sept. 16, 2024 (GLOBE NEWSWIRE) — Financial Designs Wealth, a family-owned wealth management firm based in Miami, celebrates doubling its client assets in under three years. Co-founded by father and daughter duo, Jorge and Jennifer Valdes, Financial Designs Wealth brings a personalized touch to financial solutions. The pair’s experience with financial planning and business ownership helps clients achieve their financial goals and peace of mind. As the firm prepares to grow its impact, Jennifer and Jorge remain committed to placing client needs front and center, as they strive to help cultivate and preserve financial legacies for generations to come.

Financial planning and wealth management is a complex practice requiring synergy between a client, advisor, and several other financial professionals. Clients often feel confused and stressed about managing their financial futures without aligned objectives. Many firms are striving to resolve this shortcoming with personalized support.

Financial Designs Wealth, an emerging player in Florida’s financial landscape, caters to business owners with integrity and transparency. Co-founded by Jorge and Jennifer, Certified Financial Planners and entrepreneurs, the firm brings many unique insights to the table. Across its suite of comprehensive wealth, retirement, estate, and insurance service offerings, Financial Designs Wealth’s investment and planning philosophies and underlying mission are to help empower clients achieve and preserve their legacies through accessible financial solutions.

Founding Principal and CCO Jennifer Valdes discovered her passion for financial planning as she worked her way from an intern to the Head of Financial Planning at a large SEC-registered investment firm managing over $3 billion in assets. After recognizing business owners’ need for comprehensive and practical financial support, Jennifer teamed up with her father with the goal of offering unparalleled value to clients.

Jorge Valdes, also a Founding Principal, compliments Jennifer’s expertise in wealth management with a record-breaking background in estate planning and life insurance. Since 1989, Jorge has been empowering South Florida business owners with insurance solutions. However, his work with a captive company highlighted a major need for less restrictive, more effective methods. Jorge has worked to close this industry gap as an entrepreneur and has been recognized nationally as a top insurance agent. His shared values of client-centricity and honesty mesh well with Jennifer’s desire to simplify wealth management, business succession planning, and every other service they offer.

During its first year of operations, Financial Designs Wealth spent significant time building a robust business foundation. The following year, the firm witnessed aggressive growth thanks to its holistic approach. With over double its initial assets under management, Financial Designs Wealth is anticipating a bright future. The firm’s welcoming atmosphere helps clients feel comfortable to pass the burden of financial planning to professionals committed to earning their trust and helping them achieve their goals.

Important Disclosures

This commentary is provided for informational and educational purposes only. The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without notice. This is not intended to be used as a general guide to investing, or as a source of any specific recommendation, and it makes no implied or expressed recommendations concerning the manner in which clients’ accounts should or would be handled, as appropriate strategies depend on the client’s specific objectives.

This commentary is not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. Investors should not assume that investments in any security, asset class, sector, market, or strategy discussed herein will be profitable and no representations are made that clients will be able to achieve a certain level of performance or avoid loss. All investments carry a certain risk and there is no assurance that an investment will provide positive performance over any period of time. Information obtained from third party resources are believed to be reliable but not guaranteed as to its accuracy or reliability.

These materials do not purport to contain all the relevant information that investors may wish to consider in making investment decisions and is not intended to be a substitute for exercising independent judgment. Any statements regarding future events constitute only subjective views or beliefs, are not guarantees or projections of performance, should not be relied on, are subject to change due to a variety of factors, including fluctuating market conditions, and involve inherent risks and uncertainties, both general and specific, many of which cannot be predicted or quantified and are beyond our control.

Future results could differ materially and no assurance is given that these statements or assumptions are now or will prove to be accurate or complete in any way. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. For additional information, please refer to FD Wealth’s Form ADV Part 2A Brochure publicly available on the SEC’s website (www.adviserinfo.sec.gov) or by contacting us at info@fdwealth.net.