Wealth Design Consultants, LLC

Member Description

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.

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