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

Services \ Investment & Asset Management

Wealth Design INVESTMENT & ASSET MANAGEMENT

A plan is useless if it is not implemented and monitored. Wealth Design International Inc., will implement your investment and asset management strategies, both locally and internationally. Management of investment portfolios in Stocks (Private & Listed), Mutual Funds, Cash, Property and Venture Capital investments takes place on a daily basis with personal feedback when appropriate. All portfolios are monitored against the agreed plan, with variations from the plan reviewed regularly. Any variations that require corrective action are acted upon with client approval only.

For an initial free consultation, Contact Us

To further assist Wealth Design International Inc.'s client's, a 24/7 access is available via this website to monitor the performance of your portfolio against the agreed plan. This can be done from anywhere in the world at anytime. All information is secure and protected by restricted access User Names and Passwords. To login now go Client Login


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