Network·Family Office

Financial Designs Wealth Management

Unclaimed

📍 MIAMI, FL

Family Officefinancial serviceshealthcareenergymedia
www.financialdesignswealth.com

SEC CRD #801-128134

About

Financial Planning in Miami, FL | Financial Designs Wealth --> Skip to content Contact us Contact us Contact us Contact us Simplifying the World of Finance Financial Designs Wealth Management (FD Wealth) provides holistic financial solutions customized for your unique goals, priorities, and needs–so you can build, manage, and preserve your wealth for generations. Experience Finance Differently. Experience FD Wealth. Comprehensive financial services that empower you. Our broad range of solutions meets you where you are, emphasizing strategic planning executed with care. Financial Planning Collaborate on custom strategies that align with your personal goals–short and long-term. learn more Your planning journey begins with a conversation. We take the time to understand your current financial situation and future goals, then put together a plan of action, presented simply. learn more Wealth Management Experience a disciplined approach to personalized cash investment management that makes your money work for you. learn more Together with a trusted independent advisor, learn about why we believe multifaceted wealth management is crucial to maintaining and growing your net worth. learn more Retirement Planning We help you secure your future with effective proactive retirement solutions. learn more We help you identify your retirement goals and strive to develop a resilient, efficient plan for the future. learn more Employer Retirement Plans Administer a competitive employer retireme

Key Contact

JV

JENNIFER VALDES

CHIEF COMPLIANCE OFFICER

📞 (786) 388-0070

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Geographic Focus

flunited statessoutheast

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AUM

$261M

Check Size

$70M–$70M

Location

MIAMI, FL

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