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Our Firm


Wealth Design Group is a comprehensive financial services firm committed to helping individuals and businesses pursue long-term success. Our firm has access to world class companies and specialists that provide our clients with innovative strategies in a variety of areas. The real benefit to our clients is that, through these unique relationships, we can serve them by providing a choice of investment companies, products, and services.

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 strategies are custom-designed for our clients. What this means is that we help clients connect with what they care deeply about, and introduce them to a process that helps them take advantage of their greatest opportunities and confidently confront their biggest challenges.

Based in Houston, Texas, we work with clients in our local community, as well as across the country. Whether we’re working with clients in-person, on the phone, or via web-based software, we strive to always make ourselves available as a resource and support system.