How does the company ensure the privacy and security of client data?

The company uses technologies like cookies to store and/or access device information, with the client's consent. They also adhere to strict privacy policies to protect the client's personal and financial information.

What is the company's approach to retirement planning?

The company takes a holistic approach to retirement planning, considering factors such as tax strategies, asset preservation, and legacy planning to help clients achieve their long-term financial goals.

How does the company assist clients with Medicare planning?

The company's advisors are knowledgeable in Medicare planning and can help clients navigate the complexities of Medicare coverage, ensuring they have the right plan in place for their needs.

What sets the company apart from other financial advisory firms?

The company's focus on personalized guidance, comprehensive planning, and a commitment to the client's best interests set it apart. The company's advisors work closely with each client to develop tailored solutions that address their unique financial needs and goals.

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Strategic Wealth Designers

Q: What services does the company offer?

The company provides comprehensive retirement planning, tax strategies, asset preservation, and legacy solutions, along with personalized guidance from caring advisors.

$8.8M revenue • 40 employees • 12377 Merit Dr Ste 120, Dallas, TX, 75251, United States

Last Updated Aug 28, 2026

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Company Overview

Company Name

Strategic Wealth Designers

Address

12377 Merit Dr Ste 120, Dallas, TX, 75251, United States

Website

swdgroup.com

Phone

(972) 327-6511

Approx. Annual Revenue

$8.8M

Employees

Established

2004

Google Reviews

5.0 (1 review)

Locations

About Strategic Wealth Designers

This company is located in Dallas, Texas and has approximately 51 employees. They provide personalized guidance and comprehensive services for retirement planning, tax strategies, asset preservation, and legacy solutions. The company aims to deliver the best experiences for their clients through the use of various technologies.

Business Profile

Read from the Strategic Wealth Designers website on Oct 13, 2026. Hover an item to see the exact wording it came from.

About the website

Website quality (AI-assessed): 6/10 · Contains placeholder repeated word blocks; Paid logo disclosure present

Recent changes

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

Oct 13, 2026 · Louisville, KY
Google reviews went from 139 to 140

Coldlytics tracks changes like these across millions of businesses, so you can reach companies the moment they add a pixel, start hiring, or switch software.

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