Wealth Design Group

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
Industry
Financial Services
Employees
58
Founded
2005
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Mark Connely Empowering Families to Experience
Email Phone
Victoria Cooper, Cdfa®, Cva®, Mba Bringing Financial Clarity to Life
Email Phone
Richard Ray Owner, Wealth Design Group, Llc
Email
Christo Zgourides, Financial Advisor ✯Empowering Families to Experience
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 Email 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

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