Strategic Wealth Designers
Financial Services • 
Louisville, Kentucky, United States • 101-200 Employees
Company overview
| Headquarters | Louisville, Kentucky, United States |
| Phone number | +18779347687 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advising, Investment Management, Insurance, Retirement Planning, Financial Planning, Estate Planning, Wealth Management, Life Insurance, Medicare, Social Security, 401K Rollovers, High-Net Worth Strategies, Dormant 401K'S, Tax Reduction In Retirement, Retirement Income Analysis |
| Founded | 2002 |
| Employees | 101-200 |
| Socials |
Key Contacts at Strategic Wealth Designers
Laurin Scaffidi
Director Of Culture & Strategic Initiatives
Shannon Nelson
Assistant To Director Of Special Projects
Nancy Payne Barnes
Director Of First Impressions
Jamie Ricceri
Director Of Administration
Jacob Provart
Director Of Financial Planning
Chris Clark
Director Of Property & Casualty
Jennifer Linzey
Director Of Insurance Medicare
Colleen Dicken
Director Of Special Projects
Colleen Dicken
Director Of Special Projects
Matt Dicken
Owner
Strategic Wealth Designers Email Formats
Strategic Wealth Designers uses 4 email formats. The most common is {first name}{last name} (e.g., johndoe@swdgroup.com), used 67% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@swdgroup.com | 67% |
{first initial}{last name} | jdoe@swdgroup.com | 27.5% |
{last name}{last name} | doedoe@swdgroup.com | 3.3% |
{first name} | john@swdgroup.com | 2.2% |
About Strategic Wealth Designers
Strategic Wealth Designers is an independent financial planning firm with locations nationwide. Our certified financial advisors offer fiduciary retirement and wealth management advice. Let us handle all of your retirement planning, financial advising, and investment strategy needs. Founded in 2002 by Matt Dicken, Strategic Wealth Designers (SWD) is an independent financial services firm focused on safer money strategies. Matt founded the firm to fulfill his dream of educating the public on the financial mistakes many stock brokers and advisers convince people to make with their investments. Because SWD is not owned or controlled by other financial institutions, we are free to offer our clients the best products and are not limited by quotas. We pride ourselves as being a independent fiduciary planning firm. SWD investment strategies provide clients with a worry and stress free road to retirement. We are proud to be named on the Inc 5000's fastest private growing companies of 2020. We also are A+ certified by the Better Business Bureau. Learn more what it is like to work for our retirement planning firm by visiting https://SWDgroup.com/Careers We are confident we are unlike any financial planning firm you have seen before!
Strategic Wealth Designers revenue & valuation
| Annual revenue | $26,000,000 |
| Revenue per employee | $248,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $83,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Strategic Wealth Designers has 56 employees across 8 departments.
Departments
Number of employees
Funding Data
Strategic Wealth Designers has never raised funding before.
Strategic Wealth Designers Tech Stack
Discover the technologies and tools that power Strategic Wealth Designers's digital infrastructure, from frameworks to analytics platforms.
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Analytics
Programming languages
Appointment scheduling
Blogs
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