We are about serving, not selling. Our mission is to inspire and coach families on the truths of investing and design a plan that supports their purpose. We Empower Purposed-Focused Investing: Wealth Design Group empowers people to invest in their life’s purpose with clarity and confidence by providing highly personalized coaching, sharing valuable investment knowledge, and using time-tested Nobel Prize winning investing principles. Investing with WDG means you are investing for a reason that is important to you, your family, and even the greater community at large. We enable clients to discover what investing really is, how it works, and how it can fulfill on their life’s purpose. Through our personalized, one-to-one coaching we help each client define their true purpose for the wealth they have accumulated. Then, we create custom strategies based on each client’s individual needs, goals, values and objectives, so they can invest in what they care about most. Our Knowledge is Your Knowledge: With Wealth Design Group, you benefit from monthly coaching and seminars online and in-person that highlight a number of financial topics. We share our vast financial knowledge with our customers and educate them on potential pitfalls, so they are well-informed and clear on what is the best solution for them. Investing with Portfolio Science & Scientific Thinking: To help our clients grow, protect, and manage their wealth, we employ time-tested Nobel Prize winning investing principles that are scientific and not speculative. We’re about serving, not selling and provide a choice of investment companies, products, and services for our customers to choose from. Independent and Objective: As an independent firm, we have access to a wide range of solutions and services and are not influenced by third party providers of products and services. As a result, we can make objective recommendations based on each client’s unique needs and individual situation.
View Top Employees from Wealth Design GroupWebsite | https://wealthdesigngroup.net |
Revenue | $27.8 million |
Funding | $55000 |
Employees | 59 (55 on RocketReach) |
Founded | 2005 |
Address | 3040 Post Oak Blvd Suite 1150, Houston, Texas 77030, US |
Phone | (281) 220-2700 |
Fax | (713) 622-1440 |
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Industry | Financial Services, Finance General, Banking, Insurance, Finance, Retirement Planning, Lending and Investments, Investing, Consulting, Comprehensive Financial Planning, Venture Capital, Estate Planning, Income Protection |
Competitors | Certified Financial Services, Harris Financial, Rhino Financial Services |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular Wealth Design Group employee's phone or email?
The Wealth Design Group annual revenue was $27.8 million in 2024.
Ernest Hammersley is the Vice President of Wealth Design Group.
55 people are employed at Wealth Design Group.
Wealth Design Group is based in Houston, Texas.
The NAICS codes for Wealth Design Group are [5239, 523, 52393, 52].
The SIC codes for Wealth Design Group are [62, 628].