FINANCIAL DESIGNS WEALTH MANAGEMENT

Overview

Financial Designs Wealth Management is an independent RIA that positions itself as a capital allocator and adviser for individuals, families and select institutional clients. The firm delivers financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers. It bills on a percentage‑of‑AUM basis and is not an ESG‑focused manager. Since registering with the SEC in 2023, the firm has emphasized a mix of public funds and external manager relationships rather than managing all exposures in‑house. That allocation model supports a core-satellite approach: core exposure via mutual funds and public vehicles, supplemented by external alternative managers for private equity, hedge fund and commodity exposure. The adviser also maintains an affiliation with an insurance company, and it incorporates annuities into client solutions where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices