Wealth Design International Inc.
Wealth Design International Inc.
2050 Trowbridge Court
Charlotte, NC 28270
Phone: 704-206-0547
Email: info@wealthdesign.biz

Affiliations and Links

 

Better Business Bureau

 
Southern Piedmont.
Visit and check us out on
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Kusasa Capital Group

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Chartered Accountants and Tax advisors
Johannesburg, South Africa
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Entrepreneurial Wealth Creation and Financial Services

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WEALTH DESIGN INTERNATIONAL PROVIDES THE FOLLOWING AREA'S OF SERVICE:

  • REGISTERED INVESTMENT ADVISERS
As Registered Investment Advisers we are the only truly independent investment advisory body recognized by the SEC. We do not take custody of our client's funds, thus giving our client's piece of mind that their funds are safe. We charge a transparent fixed fee for our services, thereby ensuring that our only incentive is to provide the best service we can. And being independent makes us much better equipped to manage your money than you would be. Why not contact us to see how we can manage your investments and savings better.
  • FINANCIAL AND BUSINESS CONSULTING SERVICES
Our CEO is an International Associate of the American Institute of CPA's, and has over 15 years experience consulting and advising small businesses. His expertise ranges from basic accounting and bookkeeping, company formation and corporate structuring, to local and international tax planning, mergers and acquisitions, valuations and corporate finance. Our first appointment is always free, so please contact us to see if we can be of value to you. An hour of your time with us could not only save you a lot of money, but may also make you a lot more.

 

 

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