Wealth Design Services is an outgrowth of a Regional Certified Public Accounting firm.

While we are now independent, our culture and values are grounded in our history in public accounting.

Fee only relationships are central to our business model. We accept no income or compensation of any kind, from any source, other than disclosed client fees.

We jealously guard our independence; we are relationship centered; we value long-term ongoing relationships. We follow the ethical and professional standards of the American Institute of Certified Public Accountants for tax practices and we are committed to the standards on continuing education.

Wealth Design Services offers significant experience in the areas of tax affecting individuals and their families.

Taxes significantly impact your current cash flow, your investment results, and your future resources. As CPAs, we have a sharp eye and deep understanding of both tax compliance responsibilities as well as tax planning opportunities. We are well equipped to help you feel confident that you are managing your taxes as efficiently as possible.

Our investment recommendations will be based on a discovery process that explores your personal financial goals, time horizon, financial resources and attitudes toward risk. Our discovery process is summarized in a "personal investment policy statement" that guides both our initial recommendation and future investment decisions.

This process employs interviews, cash flow analysis, risk coaching, and physical illustration of our recommendation.

At Wealth Design Services, sophisticated does not mean complicated. In fact, we work hard to help you build a sense of intuition about your investment portfolio.

We draw on the best thinking that we can find in the field of personal investment management. We offer access to the exclusive DFA Funds (Dimensional Fund Advisors). DFA Funds are only available to individual investors through a select group of independent advisors.

The Board of Directors of Dimensional Fund Advisors includes two Noble Laureate economists and leading academic researchers in the field of financial economics.

We also offer access to SEI Trust Company. SEI has innovative investment solutions that are particularly sensitive to the need of individual investors. SEI provides engineered investment opportunities designed to match individual financial goals, tax sensitivity and specific time horizon. Personal trust services are also available through SEI at a nominal additional cost.

Both DFA and SEI enable us to offer our clients both access to many different investment markets and many different styles of investment decision-making. Our role is to match your needs with a fitting solution.