• Strategic Wealth Designers

Overview

Strategic Wealth Designers has a rating of 5 stars from 1 review, indicating that most customers are generally satisfied with their purchases. Strategic Wealth Designers ranks 69th among Financial Advisory sites.

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How would you rate Strategic Wealth Designers?
Top Positive Review

“Great Experience”

Roger S.
5/24/16

Matt $#*!en, your program at the Louisville Show opened my eyes. I am hooked on economics now. Knowledge is power. Thank you, thank you!

Reviews (1)

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1 review
0 helpful votes
May 24th, 2016

Matt $#*!en, your program at the Louisville Show opened my eyes. I am hooked on economics now. Knowledge is power. Thank you, thank you!

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From the business

Strategic Wealth Designers is an independent financial planning firm serving the Denver, CO area. 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.

Business History

Strategic Wealth Designers (SWD) was founded in Louisville, KY by Matt Dicken in 2002 with the goal of helping retirees and pre-retirees secure their financial future. Our “safer money” approach to investing coupled with a track record of success have created a formula for tremendous growth.

We were proud to have served our local community for so many years, but it became apparent that we needed to significantly increase our scope in order to help more people. In 2016, we started expanding into several new markets and now have offices in 5 states and clients in 19 more. Over the years, this has given us the opportunity to assist over 3500 individuals and families with their retirement and financial planning needs.

SWD subscribes to a couple of simple yet unconventional principles when it comes to our client relationships — education and honesty. Our goal is to distill complex financial concepts into simple ideas and language to help our clients make the best financial decisions for themselves and their families. Coupled with ruthless honesty when we see mistakes being made or if we believe we can’t add value to a someone’s situation, our philosophy is tested and proven to be successful over many years and geographies. The same guiding principles are applied to every client relationship. This method assures best practices for our clients with the results being consistency, peace of mind and the opportunity to have an exciting and secure retirement.

Company Representative

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Matt D.
Founder / CEO
Matt is the Founder of Strategic Wealth Designers, a financial services firm working to help both retirees and pre-retirees secure their financial futures. He is a national coach and mentor for both financial advisors and CPA’s. His approach to investing, coupled with his track record of success, has made him a prominent authority in the industry. Matt has been a contributor to Kiplinger and was named Best in Finance by Louisville Business First. He is also a best-selling author of 3 books and makes regular appearances in the various markets served by SWD on the local NBC/ABC/CBS/FOX affiliates. When Matt isn’t helping clients, he’s spending time with his wife Colleen and their son Winston who enjoy traveling the country to watch Matt drive with the Strategic Wealth Race Team. They are also involved with several charitable causes benefiting veterans, animals, and children

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