About Our Firm
Our team of financial professionals is firmly committed to providing our clients with the professional guidance they deserve. We don't believe in a cookie cutter approach to financial services. Our recommendations and solutions are custom designed for our clients. What this means is we help our clients connect with what they care deeply about, and introduce them to a process that helps them take advantage of their greatest opportunities and deal with their biggest challenges.
At Wealth Design Group, we offer an array of specialized strategies to address virtually all of your financial needs. The Living Balance Sheet® is one state-of-the-art planning tool that sets us apart. It provides you with a detailed, holistic view of your financial world at any given time and helps us work with you to model and address a variety of financial scenarios.
While we have the ability to represent a multitude of financial services companies, we have developed a special relationship with the Guardian Life Insurance Company of America (The Guardian). The Guardian has been in business since 1860 and has paid a dividend to its policyholders every year since 1868.
We are headquartered in the Galleria Area of Houston, Texas.
*Dividends are not guaranteed, and may be declared annually by the company's board of directors.
3040 Post Oak Blvd., Suite 400 | Houston, Texas 77056 | Phone: 281-220-2700 Fax: 713-622-1440
Guardian, its subsidiaries, agents, or employees do not provide tax or legal advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. No offers may be made or accepted from any resident outside these specified states. The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside. The information on this web site is designed to be general in nature and for educational purposes only.
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 400, Houston, TX 77056. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. PAS is an indirect, wholly owned subsidiary of Guardian. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. Wealth Design Group LLC is not an affiliate or subsidiary of PAS or Guardian. Wealth Design Group LLC is not an independent registered investment advisor. The information on this site is intended for the residents of Texas. The financial representatives of Wealth Design Group LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Frannie Alderete at 281-220-2703.
PAS is a member of FINRA, SIPC
The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY.
The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws.
Guardian, its subsidiaries, agents or employees do not give tax or legal advice.
© Copyright 2005-2010, The Guardian Life Insurance Company of America