Strategic Wealth Designers of Louisville

Strategic Wealth Designers of Louisville is a financial planner in Louisville, KY. The firm serves clients with holistic planning, tax strategies, Medicare planning, and property and casualty insurance. Their approach focuses on crafting a lifestyle that reflects client aspirations, maximizing investment opportunities, optimizing tax efficiency, and ensuring a legacy for future generations. The team has been putting experience to work for two-plus decades, guiding thousands to their ideal retirements. The firm holds a rating of 4.60 based on customer reviews.

The advising team includes executive leadership such as Matthew Dicken, the Founder and CEO, and Jordan Schwartz, the President and Partner. The local advising group features Erik Bosman and Spencer Bryzeal as Lead Financial Advisors, along with Ashlie Dague as a Financial Advisor. The firm uses a structured process called the SWD Flight Plan to Freedom, which involves preparing clients to focus on their goals, presenting a custom strategy, implementing the plan together, and continuing with further planning to build confidence. The organization also offers resources including an RPU Podcast and insights, and emphasizes client experience and giving back to the community.

The office is located at 500 N Hurstbourne Pkwy, Suite 120. It sits on North Hurstbourne Parkway, about a quarter of a mile from the University of Louisville. Shelbyville Road is nearby, roughly half a mile away. Middle Fork Beargrass Creek runs about half a mile from the site, and A.B. Sawyer Park is located about three-quarters of a mile away. The Passport Health Louisville Travel Clinic is also within less than a mile.

The business is known for a positive rating from the customers who have reviewed it. This standing reflects the experience of clients who have worked with the firm over its two-decade history in Louisville.

Strategic Wealth Designers of Louisville combines long-term experience with a structured planning process to help residents achieve their retirement goals in Louisville, KY.

Services:

• Holistic Planning
• Medicare Planning
• Property & Casualty Insurance
• Tax Planning