What is the company's mission?

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

What are the company's primary services?

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

What are the company's areas of expertise?

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

How does the company approach financial planning?

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.

What is the background of the company's founder?

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.

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Voyager DBDeep data on millions of local businesses, with verified decision-makers to reveal.Contact ResearchHand-built prospect lists from human researchers, delivered in 24 hours.People SearchFind owners and decision-makers by job title, seniority and department.Chrome ExtensionColdlytics in your browser - prospect any business as you browse the web.IntegrationsInstantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

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Strategic Wealth Design

$1.8M revenue • 8 employees • 8675 S Eastern Ave, Las Vegas, NV, 89123, United States

Last Updated Aug 28, 2026

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Company Overview

Company Name

Strategic Wealth Design

Address

8675 S Eastern Ave, Las Vegas, NV, 89123, United States

Website

strategicwd.com

Phone

(702) 907-7444

Approx. Annual Revenue

$1.8M

Employees

Established

2016

Google Reviews

5.0 (26 reviews)

Google Business Category

Financial planner

Locations

About Strategic Wealth Design

Strategic Wealth Design is a financial planning and investment management firm based in Las Vegas, Nevada, United States. The company was founded with the goal of helping individuals and businesses achieve financial security and freedom through personalized financial planning, investment management, and other services.

Business Profile

Read from the Strategic Wealth Design website on Oct 14, 2026. Hover an item to see the exact wording it came from.

Ownership (as declared by the business)

Asian-owned

About the website

Website quality (AI-assessed): 8/10 · Current copyright notice; Clear service descriptions and contact info

Announcements

As stated on the Strategic Wealth Design website.

New location“Now serving two locations”

Recent changes

What changed on the Strategic Wealth Design website and Google listing, as detected by Coldlytics on each visit.

Oct 14, 2026
New location announced
Now serving two locations

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