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Wealth by Design Financial Advisors

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Our Process Sets Us Apart

The first two steps of our process will determine if or to what extent we should work together. There is no cost, obligation or pressure for this second opinion of your previous planning.

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Our Value Proposition

We help you accomplish your financial planning goals with a greater sense of confidence and probability of success.

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Our Team

Our team of specialists offer a wide range of services that are coordinated and calibrated to your specific needs.

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Understanding Today's Financial Environment

We understand that people  face unique challenges as they build wealth and plan for the future. We help you by planning for tomorrow so you can live for today. Whether your goal is preparing for retirement, selling your business, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have decades  of experience in financial services. We look forward to working with you through all stages of your life.





Estate Planning

Estate Planning

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Retirement

Retirement

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Investment Planning

Investment Planning

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Business Planning

Business Planning

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Plan for your Company's Survival

Plan for your Company's Survival

When it's time to pass the torch, how do you keep it lit? 

Managing Partner & Financial Planner, Craig Bartlett, CFP®, CRPC®, CBEC® talks through a successful succession strategy and how to ensure the continuation of your family business for generations to come. 

Read the WBD Insight here!
Willy Wonka & the Succession of the Chocolate Factory

Willy Wonka & the Succession of the Chocolate Factory

Our Financial Planning Manager, Bryan P. Murray, CFP®, walks through his financial planning perspective of Charlie and the Chocolate Factory. Turns out it was a story about business succession the entire time!

Read the WBD Insight here!

Helpful Content

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.