Our Why
We’ve always been interested in helping individuals become better versions of themselves and we felt the best way to do that was to work in the financial services industry. We were frustrated by the fact that so many individuals wanted to start working towards their dreams, but felt like they weren’t ready or didn’t have the assets that are usually required by financial institutions to become their clients. We started this process because we believe everyone deserves access to advice. We also believe that people are best served when everyone has something at stake and a common purpose. Out of this necessity, DesignWealth was born.