Build your practice on your own terms.
We built Designed for advisors like you.
If you’ve ever felt constrained by your dealer — pressured to sell products you wouldn’t recommend, measured by quotas instead of outcomes, or simply not supported the way you deserve to be — then we’d like to introduce you to a different way of working.
Designed Wealth Management is an independent investment dealer with no proprietary products, no sales targets, and no hidden agendas. Just a team of experienced professionals dedicated to giving you the platform, the tools, and the support to do your best work.
What joining Designed looks like.
True independence
— Your recommendations. Your clients. Your practice. We provide the regulatory framework and infrastructure — you make the calls.
A seamless transition
— Our three-phase transition process is designed to protect your client relationships and your momentum. Most advisors are up and running faster than they expect.
Ongoing support
— From compliance coaching to technology onboarding to practice development — our team is here when you need us, not just at the beginning.
Competitive fees
— Pricing that reflects the size and shape of your practice, not a corporate template. You keep more of what you earn.
Don’t take our word for it.
“Moving dealers has been smooth and an opportunity to maintain independence, further strengthening credibility with my clients. ”