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AI Prospecting for Strategic Wealth Designers

Strategic Wealth Designers is a financial advisory firm dedicated to helping individuals and families achieve their financial goals through personalized investment strategies.

Company data:

Company size:

70 employees

Website URL:

https://www.strategicwealthdesigners.com

Industry

Financial Services

Headquarters:

Louisville, Kentucky, USA

Investment round:

Private

ARR:

N/A

Key stakeholders

These are the current top-level decision-makers at the company and their LinkedIn profiles. Check them for recent activity and updates

Chandra E. Halverson

Chief Compliance Officer & Director, Operations

Mark J. Nuovo

Founder & Managing Partner

Jordan Schwartz

President

Latest news about Strategic Wealth Designers

Here are some of the most recent media mentions. Use them in your sales prospecting to qualify a prospect's buyer intent and personalize outreach with the latest company updates

Strategic Wealth Designers has expanded into Arizona through the acquisition of Phoenix-based financial advisory firm PSP & Associates Inc., marking a significant growth milestone for the company[2].

Strategic Wealth Designers recently held their annual 2024 Strategic Wealth Gala Awards in Las Vegas, where the entire team gathered to celebrate a year of hard work, dedication, and growth[2].

Strategic Wealth Designers has officially moved to a new office after 7 incredible years to support their growing team and better serve clients[1].

Open job positions at Strategic Wealth Designers

This company is actively hiring to fill these roles. Use this for sales prospecting if your solution assists, augments, or provides an alternative for the growing team and position.

Looks like we couldn't find any open jobs at this company at the moment. But we'll keep looking!

AI sales outreach emails you can send to Strategic Wealth Designers

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