Wealth Design Services is a CPA owned financial advisory company that is committed to providing comprehensive services to individuals with significant investment portfolios.

• Fee only CPA’s
• Tax oriented approach
• One size does not fit all
• Sophisticated investment resources

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.