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Wealth By Design

  • Investment Management
  • Financial Services
23300 Two Rivers Road Suite 34
Basalt, CO 81621
(970) 927-3909
(970) 927-7643 (fax)
Hours:
8 - 5 Monday through Friday - sometimes less, sometimes more!

About Us

“A vision without action is just a dream…

…an action without a vision just passes time; a vision with action changes the world. ~Nelson Mandela

At Wealth by Design, LLC, we take a personal read more
  • About

    “A vision without action is just a dream…

    …an action without a vision just passes time; a vision with action changes the world. ~Nelson Mandela

    At Wealth by Design, LLC, we take a personal interest in your financial well-being. Our clients deeply appreciate being guided through their financial life plan. This holistic approach integrates your core life values and goals with the financial tools and life resources you have. We help you banish fear, savor hope and avoid regret as you forge the course on your journey and all the financial implications. Our clients are looking for something above and beyond traditional financial planning and investment advice. We will facilitate an exploration of what true wealth means to you and how to live your vision of an abundant life. All of our clients are unique and it is an honor to provide clarity to the choices you have and creatively unfold your opportunities to live life to the fullest.

    Don’t let money dictate lifes’ course. We believe that your financial resources should enhance your life path, not control it. From aligning your spending plan with your values, your investment choices, comprehensive wealth management, risk analysis and legacy planning – you have a personal growth opportunity. As you work through this process, you will find greater fulfillment personally, professionally and spiritually. You will work towards greater financial satisfaction. You will be proactive and engaged on your journey, no matter what twists and turns you encounter. Contact us to determine how we can walk along side you.

  • Media

  • Whom to Contact

    • Danielle Howard
  • Directions

    The office is located along the Roaring Fork River in the Streamside Building. Our address is 23300, Suite 34 Two Rivers Road, Basalt Colorado – We are across from the Basalt Middle School.

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