Question 1

What is the company's mission?

Accepted Answer

Strategic Wealth Design was founded for one purpose: to enrich the lives of people we touch by helping them create financial freedom and security.

Question 2

What are the company's primary services?

Accepted Answer

The company offers financial planning, investment management, corporate retirement plans, and student loan consulting services to help clients achieve financial balance and security.

Question 3

What are the company's areas of expertise?

Accepted Answer

The company specializes in serving business owners, physicians, and dentists, helping them reduce taxes, optimize savings, and invest efficiently.

Question 4

How does the company approach financial planning?

Accepted Answer

The company uses a powerful process that takes into account both the emotional and mathematical sides of financial planning to create financial balance for their clients.

Question 5

What is the background of the company's founder?

Accepted Answer

The company's founder, Mahesh Odhrani, is a CFP®, ChFC®, AIF®, and CPFA® with a diverse background, having been raised in Dubai and Las Vegas, and enjoys a healthy lifestyle and meditating.

Strategic Wealth Design

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About Strategic Wealth Design

Frequently Asked Questions about Strategic Wealth Design

What is the company's mission?

What are the company's primary services?

What are the company's areas of expertise?

How does the company approach financial planning?

What is the background of the company's founder?

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