Strategic Wealth Designs

About Us

Joseph started Strategic Wealth Designs in 2018 due to a growing frustration within the financial service industry with the advice that people were receiving. The advice is often fragmented and disjointed. The value clients receive from working with Strategic Wealth Designs is its holistic approach that puts a person’s financial world together so that can have the confidence and peace of mind to make sound prudent financial decisions for their family, their retirement, and ultimately their legacy

As a certified exit planner, Joseph understands the intricacies of working with business owners. His goal is to help business owners protect, grow, and maximize the value of their business while minimizing taxes when they decide to exit. This includes understanding how having employees NOT worry about finances keeps employees happy and helps the owner's bottom line.

As an advisor, Joseph understands there is a lot of noise in the financial world for individuals to consider. It is my job is to help individuals make sense of their world financial world. In this, the custom planning we do will silence the unnecessary noise and allow them to focus on their goals so they can enjoy life without the financial worry

Joseph currently lives in the Denver Metro area. He is married and has two little children ages 4 years and 17 months. He is passionate about impacting and serving on the board for the Sock It To Em sock campaign. In his spare time, Joseph, likes to hike and has complete 9 14er’s, spends time with family and friends, reads, and volunteers with his church.