Book an appointment here: https://www.strategicwd.com/calendar-mahesh
Mahesh is the founder and President of Strategic Wealth Design, an independent financial services firm in Las Vegas, NV. The firm was founded on Mahesh's vision, to enrich the lives of people we touch by helping them create financial freedom and security.
The firm specializes in working with physicians, dentists, and business owners, helping them reduce taxes, optimize savings, and invest efficiently.
Mahesh is passionate about leadership and is naturally drawn towards helping and leading organizations in his community. He is often invited to speak to large groups about how to achieve financial balance in their lives.
As you can see from the alphabet soup after Mahesh's name, he values education and is constantly learning to perfect the art of financial planning. Mahesh continuously shares his knowledge in industry groups and trains financial advisors to improve their own practices.
In his downtime, he enjoys spending time with his wife, Mamta, and three children (Nirvan, Rehan, and Yasmin) doing something fun like watching superhero films, hiking, swimming, exercising, and travelling. When he is able to get some quiet time on his own (usually around 5 AM), Mahesh meditates to get grounded for the day ahead.
At Strategic Wealth Design, we recognize that most people have two primary financial goals: Financial Security (you'll be okay no matter what happens) and Financial Freedom (enough net worth that you don't have to work if you don't want to). However, work, family and social obligations often make it difficult to find time to plan for the future you want.
That is why we serve busy families, small business owners, and professionals who are looking for financial guidance and coaching, so they can focus on living their lives and running their businesses. Our approach starts with listening and understanding your goals, dreams, and concerns. Then we get to work and help you:
Get financially organized
Protect your income and wealth
Gain tax efficiencies
Reduce financial waste
Save and invest more
Using a Comprehensive Financial Planning process, we help you create a plan that addresses all aspects of your financial life, from protection and cash flow, to retirement savings and taxes.
General Information |
| Firm Start Year: | 2016 | |
| No.of Employees: | 5-9 | |
| Insurance License#: | 173333 |
| Name of Broker/Dealer: | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. |
| Name of Custodial Firm: | SEI Private Trust Company |
| States Licensed in: | NV, TX, CT, NY, FL, NM, AZ, UT, CA, WA |
| Number of Years with Current Firm: | 6 |
| Work Experience: |
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.
February 2020 To Present Registered Representative, Park Avenue Securities August 2003 To February 2020 Field Representative, Guardian Life Insurance Company Of America July 2003 To February 2020 Advisor, Wealth Strategies Group April 2003 To December 2019 |
| Work with the following types of clients: | Trusts, Non-Profit Organizations, Individual Investors, Businesses |
| Foreign Languages Serviced: | English and Hindi |
| Advisory Services Provided: | Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities |
Services |
| Investment Types: | Annuities, Mutual Funds, Bonds, Stocks, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Via Phone, Via Email, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Life, Long Term Care |
Firm Information |
| Advisor's Number of Clients: | 850 |
| Advisor's Number of Managed Clients: | 300 |
| Advisor's Number of Planning Clients: | 50 |
| Assets Managed by Advisor: | $1100000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets, Commissions, Flat Fee, Hourly |
| Additional Details on Charges: | Our fees depend on the amount of assets managed and the scope of engagement for financial planning services. |
Board Positions |
| Organization : | 10420 Sub-Association, Las Vegas, NV |
| Position : | President |
| Duration : | 06/21/2017-Present |
| Organization : | Vegas PBS Planned Giving Council, Las Vegas, NV |
| Position : | Committee Member |
| Duration : | 02/02/2022-Present |
| Organization : | Lee Business School Advisory Board, Las Vegas |
| Position : | Board Member |
| Duration : | 03/01/2013-Present |
| Organization : | Southern Nevada Association of Insurance and Financial Advisors, Las Vegas, NV |
| Position : | President |
| Duration : | 07/01/2013-06/30/2015 |
Education |
| Bachelor of Science - Managerial Finance and Management Information Systems | University of Nevada
- Las Vegas 01/19/1999-12/14/2002 |
Financial Services |
Financial Planning for IndividualsOur Financial Planning process utilizes a two-phase approach: a design phase and a build phase. If you compare building a financial plan to constructing a house, your advisors at Strategic Wealth Design first act as architects to design the house, and then as contractors to build it. |
Portfolio ManagementThrough a detailed review of your portfolio's asset allocation, we'll assess how it aligns with your goals and how it compares to your tolerance for risk. During this review, we will identify strengths, weaknesses, areas of concern, recommended changes (as appropriate), and provide a detailed set of portfolio recommendations. |
Retirement PlanningWe explore and clarify your retirement-income goals and the options available to achieve them. Our team will create a comprehensive retirement income projection and chart your progress toward the retirement you envision. |
Insurance PlanningWe will help you understand your financial risks, current coverage, and how best to protect your future. Areas of review include: Life Insurance, Disability Income Insurance, Health Insurance, Long-Term Care Insurance, Property and Casualty Insurance |
Tax Advice and ServicesEach year, we will provide a multi-year tax projection to identify tax-savings opportunities and discuss these with your accountant as needed. |
Risk ManagementWe will help you understand your Financial risks, current coverage, and how best to protect your future. Areas of review include: Life Insurance, Disability Income Insurance, Health Insurance, Long-Term Care Insurance, Property and Casualty Insurance |
Financial Planning for BusinessesOur Financial Planning Services for businesses involve reviewing your business legal structure, financials, goals, and succession plans. A trusted advisor to many business owners, we will lend our experience and expertise to helping you achieve your business planning goals. |
Education Funding and PlanningWe'll help you understand the true cost of college, uncover opportunities for Financial aid and scholarships, and develop a plan to pay without robbing retirement. |
Disclosures |
| https://www.strategicwd.com/disclosures/ |
Disclaimer |
| Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Strategic Wealth Design are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, AR, CA, CO, CT, FL, KY, MO, MT, NV, NM, NY, OR, TN, TX, UT, WA. No offers may be made or accepted from any resident outside the specific states referenced. |
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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Mon. | 8:00 AM - 5:00 PM |
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Tue. | 8:00 AM - 5:00 PM |
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Wed. | 8:00 AM - 5:00 PM |
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Thu. | 8:00 AM - 5:00 PM |
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Fri. | 8:00 AM - 5:00 PM |
| Las Vegas | North Las Vegas |
| Henderson | Boulder City |
| and other states across the US. | |
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