Strategic Wealth Designers

Name

Strategic Wealth Designers

Legal name

Strategic Wealth Investment Group, LLC

Website

https://swdgroup.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Retirement & Wealth Management Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Estate & Legacy Planning Advisory (FSAEAAAG), Business Owner & Executive Financial Planning (FSAEAAAO), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)

Keywords

• Retirement planning services
• Wealth management advisory
• Investment advisory services
• Tax planning strategies
• Insurance planning services

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Offices27 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Investment Advisory Services: Investment Advisory Services offered through Strategic Wealth Investment Group, LLC, a Registered Investment Advisor. Revenue generated from advisory fees for personalized investment advice and financial planning.
2. Insurance Products and Services: Insurance products and services offered and sold through individually licensed and appointed agents. Includes life insurance, annuities, Medicare planning, and property & casualty insurance.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Strategic Wealth Designers is an independent retirement planning firm that delivers comprehensive financial advisory services to individuals and families approaching or in retirement. Its flagship offering is the SWD Flight Plan to Freedom, a proprietary multi-step holistic planning process covering wealth and income strategies, tax mitigation, asset preservation, insurance (life, annuities, long-term care, property & casualty), Medicare planning, and legacy/estate planning. Advisory services are delivered through 25 financial advisors across 19 office locations in 11 U.S. states under Strategic Wealth Investment Group, LLC, a Registered Investment Advisor.

Product overview

Strategic Wealth Designers offers a unified financial advisory platform centered on its proprietary SWD Flight Plan to Freedom nine-step holistic planning process. The core offering encompasses comprehensive retirement planning, supplemented by specialized modules including tax planning (using Holistiplan software), Medicare planning, property & casualty insurance, and investment products (annuities, life insurance, long-term care). Additional services include IRA rollovers, legacy planning, and wealth accumulation strategies. The firm also provides educational content through the RPU Cast podcast and a free Retirement Rules e-book. The architecture is designed as a single integrated advisory service where all components are delivered by the same team of advisors rather than as separate product modules.

Differentiator

Problem solved

Functional benefit

Brands

• Flight Plan to Freedom: The company's custom financial planning process that guides clients through retirement planning stages: Prepare You to Soar, Take You Under Our Wing, Start Flying Together, and Go Farther.
• RPU Cast (Retirement Planning University)
• Strategic Wealth Cares

Products and services

• SWD Flight Plan to Freedom (Holistic Financial Planning) Proprietary multi-step holistic retirement planning process — Prepare You to Soar, Take You Under Our Wing, Start Flying Together, Go Farther — covering initial consultation, strategy presentation, allocation visit, income planning, tax consultation, P&C insurance review, Medicare consultation, and ongoing service appointments, delivered by fiduciary financial advisors to retirees and pre-retirees.
• Tax Planning Services Three-step tax planning service: review of client tax returns, evaluation using Holistiplan tax analysis software, and presentation of tax-mitigation options to reduce tax exposure on present and future retirement income.
• Medicare Planning Assistance navigating Medicare decisions including Part A, B, C, D, income-related premium adjustments (IRMAA), and Medicare Advantage plan options, with DestinationRx-powered Part D plan comparison and selection support.
• Property & Casualty Insurance Insurance policies for home, auto, business and assets — including homeowners, private insurance, and business insurance (general liability, business auto, workers' compensation, trucking, property, auto dealership, marine) — delivered through licensed insurance professionals.
• Annuities Annuity products offered through the firm as part of retirement income strategies, shifting the retirement income burden from individuals to insurance products offering fixed-income components.
• Life Insurance Life insurance products offered through individually licensed and appointed agents, used by SWD clients for protection and estate/legacy planning purposes.
• Long-Term Care Insurance Long-term care insurance solutions addressing healthcare needs as baby boomers age, focusing on outliving good health rather than just outliving income.
• Investment Advisory Services Personalized investment advisory services offered through Strategic Wealth Investment Group, LLC, a Registered Investment Advisor, covering wealth accumulation, retirement income strategies, asset preservation, IRA/401(k) rollovers, and IRA legacy planning for individual clients.

Quantifiable outcome

• $2.5B in assets under management and advisement
• +2 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration25 records

Feature2 records

Partnerships

One partnership is on record.

• PSP & Associates Inc.coreStrategic or Co-development Partner · 13 May 2022Acquired Phoenix-based financial advisory firm PSP & Associates Inc. in May 2022, expanding SWD's presence into Arizona. This acquisition marked SWD's entry into the Arizona market, adding to their growing footprint across the southeastern and midwestern United States.

Scale indicators8 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Carson Group: Large independent RIA supporting advisor teams with holistic financial planning, retirement income and insurance solutions. Comparable to SWD in fiduciary model, retirement-segment focus, and multi-product wealth offering.
• Mariner Wealth Advisors: National RIA platform serving retirees and pre-retirees with comprehensive wealth planning, tax, estate and insurance services. Highly comparable given national footprint, holistic offering and similar client profile.
• Hightower Advisors: PE-backed RIA roll-up serving high-net-worth and retiree households with fiduciary wealth management, tax and insurance services. Comparable in advisor-recruiting-led growth model and comprehensive planning offering.
• Wealth Enhancement Group: Fast-growing independent RIA platform targeting mass-affluent and retiree clients with integrated financial planning, tax and insurance. Comparable in acquisition-driven growth and holistic retirement focus.

Broad incumbents

• Edelman Financial Engines: Large national RIA serving retirement-plan participants and individual investors with advice-led wealth management. Comparable in retiree-centric value proposition but with materially greater scale.
• Cetera Financial Group: Independent broker-dealer/RIA support platform hosting advisor teams that deliver retirement, insurance and wealth planning. Comparable in supporting independent advisors with multi-product retirement services.
• Cambridge Investment Research: Independent broker-dealer/RIA support firm whose advisor teams serve retiree households with planning, annuities and wealth management. Comparable in advisor-affiliated model serving pre-retirees and retirees.
• Commonwealth Financial Network: Independent broker-dealer/RIA support platform whose advisors deliver holistic retirement and wealth planning to individuals. Comparable in supporting fiduciary-style independent advisors serving the retiree market.
• Ameriprise Financial: Diversified wealth manager with a large advisor force serving retirement and pre-retirement clients through planning, investments and insurance. Comparable in retiree focus and integrated planning, though much larger and product-owned.

Regional players

• Thrivent: Member-owned financial services organization providing faith-aligned financial planning, retirement and insurance solutions. Comparable as a holistic retirement-focused advisory, particularly relevant as a previous employer of SWD advisors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/playlist?list=PL2-DL6XFKOuESWPhTYB4W8aNnXVUMbR4i
• LinkedInlinkedin.com/company/strategic-wealth-designers

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles29 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Strategic Wealth Designers