Wealth Design Services

Wealth Design Services specializes in comprehensive financial and wealth management solutions, enhancing the financial well-being of individuals and families through tailored services. Founded in 2004 and headquartered in Rochester, US, Wealth Design Services focuses on providing personalized financial strategies. In July 2017, the company was acquired by Mercer Advisors, a portfolio company of Genstar Capital Partners and Lovell Minnick Partners. Wealth Design Services offers a full range of wealth management services, including financial planning, investment management, tax planning, estate planning, and insurance solutions.

Their expert team collaborates with high-net-worth individuals, families, and business owners across major U. S. metropolitan areas, ensuring personalized financial strategies that address various needs. Wealth Design Services generates its revenue through fee-based financial advisory services, where clients pay fees based on a percentage of assets under management, along with additional charges for specialized services such as tax preparation and estate planning.

This structure promotes a transparent pricing model that aligns with the firm's fiduciary responsibilities. Post-acquisition in July 2017, Wealth Design Services is expected to leverage new resources to enhance its product offerings and reach. The company aims to introduce additional financial planning tools by mid-2023 and expand its services to new markets, including the Southeast and Northeast regions of the United States, within the next two years. The recent acquisition funding will support these initiatives and enhance their investment in technology and client outreach.