Strategic Wealth Designers (SWD) will celebrate the official opening of its new office location in Indianapolis with an official ribbon-cutting ceremony with the Fishers/Carmel Chamber of Commerce. The ribbon-cutting ceremony will take place on Thursday, August 24th at 4pm.
Established in 2002, Strategic Wealth Designers (www.SWDgroup.com) has been a prominent authority in the retirement planning industry for the last 15 years. The SWD team currently serves over 2,500 clients in Kentucky and Indiana with approximately $350,000,000 in assets under management. As a fiduciary, SWD offers a variety of services tailored to the client’s needs/goals which include wealth accumulation, asset protection, life insurance, retirement income strategies, annuities and more.
Along with SWD’s 15th Anniversary, 2017 marks 20 years of service in the financial and retirement planning industry for founder and CEO, Matt Dicken. Dicken is a certified member of the prestigious National Ethics Association, a member of the Advisors Excel Hall of Fame, an industry Nobel Achievement award winner, a best-selling author, a regular contributor to Kiplinger and a national coach and mentor for financial advisors and CPA’s.
“We are so honored to be serving the local community in Indianapolis,” said Dicken. “We look forward to continuing to assist our current clients, and educating thousands of community members on safer retirement strategies for years to come.”
Fellow SWD Advisor and Portfolio Manager, Jordan Schwartz, will be managing the new Indianapolis office location. Jordan is an Investment Advisor Representative and member of the prestigious National Ethics Association. He also regularly hosts educational financial workshops in the area, and is a co-host of the popular TV series “Strategic Wealth with Matt Dicken”, which airs every Sunday on CBS 4 at 7:00am.
The ribbon cutting ceremony will begin promptly at 4pm at Strategic Wealth Designers, located at 9850 Westpoint Drive, Suite 500, Indianapolis. An open house reception will follow immediately after.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Strategic Wealth Designers, LLC is a Registered Investment Advisor in the states of Kentucky and Indiana. Matt Dicken, Dustin Stanley and Jordan Schwartz are Investment Advisory Representatives affiliated with Strategic Wealth Designers, LLC. The advisors may not transact business in states where they are not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.