Wealth Design Group
Sacramento, CA 95864
- Benefit Administration Solutions
Wealth Design Group Overview
Wealth Design Group is one of Sacramento's preeminent financial consultancies. We define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. We specialize in working with families and owners of closely held businesses under a variety of comprehensive planning strategies and tactics. Our goal is to help clients maximize value and minimize risk for their assets to build financial freedom.
The President and Principal of Wealth Design Group is Gary Pevey. Gary joined the financial services industry in 1977. He is a Certified Financial Planner® (CFP®), Charter Life Underwriter (CLU) and Charter Financial Consultant (ChFC). He is an Investment Advisor Representative with Wealth Design Group, a registered investment advisor registered with the State of California. His background includes the asset valuation and operational budget planning for multi-million dollar commercial and agricultural businesses. Gary is a 25-year qualifying and life member of the Million Dollar Round Table.
As an independent wealth strategies company, Wealth Design Group's responsibility is to provide our clients with financial solutions and sophisticated resources to facilitate the complex corporate and personal financial decisions our clients must make.
Wealth Design Group has operated for over two decades in the Sacramento community, building a reputation based on consistent results and integrity. In this way we've established a solid base of satisfied clients who highly recommend us to their friends and colleagues.
About The Service
Elevate Benefits, LLC owns and operates SHRM Broker Finder, a software as a service (SaaS) platform. Our platform supports your independent research, vetting and hiring processes. The company facilitates introductions and exchange of information between parties seeking and offering solutions. We are not a licensed financial services entity of any kind and we do not seek to sell or make money from the sale of any employee benefits, financial services or any other regulated products or services. We also do not make specific provider, product or service recommendations. Learn more by visiting our Frequently Asked Questions.