Strategic Wealth Designers

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2716 Old Rosebud Rd Ste 180
Lexington, KY 40509
+1 (859) 207-1501
https://swdgroup.com

Strategic Wealth Designers, located in Lexington, KY, is committed to providing unique financial planning services tailored to elevate retirement experiences. Their approach encompasses holistic planning, tax management, Medicare guidance, and property casualty insurance, aiming for comprehensive solutions that align with clients' goals and dreams.

Their dedicated advising team prioritizes forming meaningful relationships to better understand and support each client's financial journey. By focusing on distinctive planning methodologies, Strategic Wealth Designers fosters a customized path for a secure and fulfilling retirement.

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5.02 reviews
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Steve R.
1/25/2024

I amend my previous negative review. They have corrected what made me write a negative review. I apologize to this company for my previous negative review. They are good now.

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Regina C.
2/1/2022

We were very impressed with Josh and he helped us to know the right questions to ask about financial planning. He and his team are very professional and knowledgeable.

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