Wealth Design Group
Financial Services
3040 Post Oak Blvd
58 employees
- Employees
- 58
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Wealth Design Group Overview
- Headquarters
- 3040 Post Oak Blvd
- Phone Number
- Available in AeroLeads
- Website
- wealthdesigngroup.net
- Industry
- Financial Services
- Employees
- 58
- Founded
- 2005
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Wealth Design Group
Wealth Design Group prioritizes financial coaching and service, aiming to inspire and guide families in investing truths and crafting purpose-driven plans. Their approach emphasizes empowering clients through personalized coaching, sharing valuable investment knowledge, and utilizing Nobel Prize-winning principles. Investing with WDG aligns with personal, familial, and community goals. Through one-on-one coaching, clients define their wealth's purpose and receive tailored strategies. Monthly coaching and seminars ensure ongoing education on financial topics and potential pitfalls. WDG employs scientific, not speculative, investing principles to grow, protect, and manage wealth. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 3040 Post Oak Blvd., Suite 1150 Houston, TX 77056, ph# 281-220-2700. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Wealth Design Group is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
Wealth Design Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Wealth Design Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Mark Connely | Empowering Families to Experience | Greater Houston, United States |
Email
Phone
|
| Victoria Cooper, Cdfa®, Cva®, Mba | Bringing Financial Clarity to Life | Greater Houston, United States |
Email
Phone
|
| Richard Ray | Owner, Wealth Design Group, Llc | Missouri City, Texas, United States |
Email
|
| Christo Zgourides, Financial Advisor | ✯Empowering Families to Experience | Houston, Texas, United States |
View
|
Employees by Management Level
Individual contributor
17 profiles
Manager
5 profiles
Executive
4 profiles
Associate / junior
3 profiles
Director
2 profiles
VP / Head
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 8 | 8 | 4 |
| General | 6 | 6 | 4 |
| Executive | 5 | 4 | 2 |
| Healthcare | 1 | 1 | 0 |
Wealth Design Group Tech Stack
Product / design
18 profiles
Compare Similar Companies to Wealth Design Group
Atria Wealth Solutions
Financial Services
Rethink Wealth
Financial Services
Gobundance
Professional Training And Coaching
Opal Wealth Advisors
Financial Services
Lighthouse Wealth Group
Financial Services
Jessup Wealth Management Inc
Financial Services
Happy Life Labs
Wellness And Fitness Services
The Business of Financial Wellness
Hospitals And Health Care
Vida Private Wealth
Financial Services
Lake Washington Wealth Management Group
Financial Services