Wealth Design Group Information

Wealth Design Group is one of Sacramento's preeminent financial services firms. We define our role as advocates on behalf of businesses and families who require highly specialized financial services. We specialize in working with families and owners of closely held businesses under a variety of comprehensive planning strategies and tactics. Our goal is to help clients maximize value and minimize risk for their assets to build financial freedom. The President and Principal of Wealth Design Group is Gary Pevey. Gary joined the financial services industry in 1977. He is a Retirement Income Certified Professional (RICP), Charter Life Underwriter (CLU) and Charter Financial Consultant (ChFC). His background includes the asset valuation and operational budget planning for multi-million dollar commercial and agricultural businesses. Gary is a 25-year qualifying and life member of the Million Dollar Round Table. As an independent wealth strategies company, Wealth Design Group's responsibility is to provide our clients with financial solutions and sophisticated resources to facilitate the complex corporate and personal financial decisions our clients must make. Wealth Design Group has operated for over two decades in the Sacramento community, building a reputation based on consistent results and integrity. In this way we've established a solid base of satisfied clients who highly recommend us to their friends and colleagues. Let us help you in building financial freedom for you and your family.