Strategic Wealth Designers

Strategic Wealth Designers (SWD) is an independent financial planning firm dedicated to assisting individuals and families in achieving financial security and peace of mind. Founded in 2002 by CEO Matthew Dicken, SWD has grown to become a trusted partner for clients seeking comprehensive retirement and wealth management strategies.

With a team of over 85 professionals, including 25 advisors, SWD has successfully guided more than 5,000 families and individuals toward their financial goals. The firm manages and advises on assets totaling approximately $2.5 billion, reflecting its significant impact in the financial services industry.

Services Offered

SWD provides a wide range of services tailored to meet each client's unique needs. These include:

• Retirement Income Strategies: Developing plans to ensure a reliable income stream during retirement
• Wealth Accumulation: Assisting clients in building and growing their wealth over time
• Asset Protection: Implementing strategies to safeguard assets from potential risks
• Life Insurance: Providing options to protect loved ones financially
• Annuities: Offering products that provide guaranteed income
• Tax Minimization Strategies: Identifying methods to reduce tax liabilities
• Long-Term Care Planning: Preparing for future healthcare needs
• IRA & 401(k) Rollovers: Guiding clients through transferring retirement accounts
• IRA Legacy Planning: Ensuring retirement accounts are effectively passed to beneficiaries

The firm's commitment to excellence is evident in its A+ rating from the Better Business Bureau (BBB), reflecting its dedication to upholding high standards of trust and customer service.

Locations

Strategic Wealth Designers operates across multiple states, maintaining 19 office locations in 11 states, including:

• Louisville, KY
• Denver, CO
• Cincinnati, OH
• Indianapolis, IN
• Lexington, KY
• Plainfield, IN
• Peoria, AZ
• Westminster, CO
• Bellevue, WA
• Fort Worth, TX
• Raleigh, NC, USA

This extensive presence allows SWD to serve a diverse clientele, offering personalized financial planning services tailored to the unique needs of each community.