Firm Overview

Wealth Design Consultants (WDC) assists financial advisers, lawyers and accountants to design and deliver tax and estate planning strategies for very high net worth individuals and business owners. We serve as a virtual on-demand back office in all aspects of designing, analyzing and illustrating complex cases. WDC offers a range of case planning services from simple stand-alone strategies to comprehensive plans involving numerous interdependent strategies. Since 1996 we have been involved in more than 500 client situations with net worth's from $10 million to well over $300 million. We collaborate with some of the nation's leading legal and financial services professionals. 

Our Values

• Integrity and Honesty
• Personal Responsibility
• Respect
• Accountability
• Relationships Matter
• Timely responsiveness

Our Market

Our clients include financial advisers, family offices, lawyers and charitable organizations. The main thing they all have in common is that they all offer estate planning services to their most valued clients. Our primary focus is estate planning for seniors with net worths starting at about $10 million. We do upon occasion offer support for families with smaller net worths and we are very comfortable working on cases in the healthy 9-figure range.

Wealth Design Consultants, LLC

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