Wealth by Design Group Overview
Contact top employees from
Wealth by Design Group
Summary
Our clients hire us to do three primary things:
1) Creative Design Ideas – Our process begins by bringing creative design ideas to the table that relate to your planning needs, many of w...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Retirement Planning, Business Owner Planning, Collaborative Family Wealth Planning, Investment Planning & Management, Estate Planning, Executive Planning, Business Succession Planning
Founded
2010
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Ex-employees positions
In Company
In New Company
Contact top employees from
Wealth by Design Group
Jason Brito
Financial Planner
Craig Bartlett
Managing Partner and Financial Planner
Kevin Mundy
Retirement Plan Specialist
Michael Jason
Financial Planner
Bryan Murray
Financial Planner
Emilie Hess
Financial Planning Manager
Nicki Farelli
Investment Support Specialist
Kacey Lyzell
Insurance Support Specialist
Deandrea Forbes
Investment Support Specialist
Anthony Petriello
Wealth by Design Financial Planning Immersion Program
Kyle Murphy
Paraplanner
