Wealth Design Group

Wealth Design Group provides financial coaching and services to empower families to experience purpose, freedom, and abundance. Founded in 2005 and headquartered in the United States, their approach prioritizes personalized coaching, sharing valuable investment knowledge, and utilizing Nobel Prize-winning principles. They aim to inspire and guide families in investing truths and crafting purpose-driven plans. Wealth Design Group offers securities products and advisory services through Park Avenue Securities LLC (PAS), a member of FINRA and SIPC. Their emphasis lies in aligning investments with personal, familial, and community goals, and they ensure ongoing education through monthly coaching and seminars. As an investor, it's essential to note that Wealth Design Group is not an affiliate or subsidiary of PAS or Guardian, and Guardian Life Insurance Company of America is their wholly owned subsidiary. They employ scientific, not speculative investing principles to grow, protect, and manage wealth. However, they do not provide tax, legal, or accounting advice, and individuals are advised to consult professionals for such matters. Wealth Design Group's emphasis on financial education and personalized coaching aligns with the growing trend of investor empowerment and aligning investments with personal values and goals. Their utilization of Nobel Prize-winning principles adds a layer of credibility to their investment approach, which may appeal to individuals seeking a more structured and principle-based investment strategy. However, potential investors should consider the regulatory framework and the potential implications of investing through a member of FINRA and SIPC.