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Our Story

DESIGNING A PATH TO PURSUE FINANCIAL INDEPENDENCE

Wealth Design Group was founded in 2004 by Rick Ray. Initially a client working with a financial advisor, Rick discovered a passion for finance. Upon the recommendation of his advisor, he changed careers and entered the financial services industry. After 15 years of working with a number of major financial institutions, he envisioned a firm that could offer clients quality and sound investment and financial advice without any restrictions or biases. With this in mind, he founded Wealth Design Group.

More than 11 years later, Wealth Design Group continues to serve clients with the goal of providing objective advice and unbiased guidance. With access to a wide range of investment solutions and insurance products, we can create custom strategies for clients based on their individual needs and objectives.

We believe that a critical issue people often make is trying to pursue their financial goals without a solid strategy and plan.You can’t build a house without a floor plan, and you need a design before you can create that plan. By holistically evaluating a client’s entire financial picture, including where they are and where they want to be, we strive to help individuals and families design a roadmap that may lead them to financial independence.