employer cover photo
employer logo
employer logo

Strategic Wealth Designers

Is this your company?

Strategic Wealth Designers Reviews

4.2

81% would recommend to a friend

(53 total reviews)

74% positive business outlook

Strategic Wealth Designers has an employee rating of 4.2 out of 5 stars, based on 53 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The Strategic Wealth Designers employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

Reviews by job title

53 reviews
5.0
10 Feb 2025

Excellent place to work

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Great culture. Full of driven, high achievers that will elevate and push you to meet your full potential. Excellent upper management that is continuously evaluating what they can do to enhance the company.

Cons

Fast paced- I enjoy the speed but others may not.

1.0
12 Oct 2023

Horrific Culture and Awful Leadership

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Working with some great people who have managed to hang-on, albeit fewer and fewer each week. 7% match and pretty decent PTO

Cons

Leadership only cares about making money for themselves and pumping through 'clients'. Almost half the company has been terminated or resigned since December '22. If you question leadership or disagree with things they will either fire you or make you want to quit. Everyone has had to take on numerous roles with the exodus of employees, yet leadership refuses to give anyone any extra compensation for the extra efforts.

5.0
29 Mar 2019

Fast growing company with advancement opportunities

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

I truly love working for Startegic Wealth Designers. The company puts focus and passion on cultivating meaningful relationships with its clients, and also works to have a positive and supportive work culture. Management cares about its staff wellbeing and if an employee shows initiative, it will be rewarded with opportunity. Ultimately, you get what you put it, and if you put in the time, work, and have a consistently positive attitude, you can grow both professionally and personally. I feel that my work is valued, and the fact that this company cares just as much about its clients and its staff as they do about their bottom line is very inspiring! Great place to work, awesome experience!

Cons

There are no cons I can think of

Viewing 1 - 3 of 53 Reviews

Glassdoor has 54 Strategic Wealth Designers reviews submitted anonymously by Strategic Wealth Designers employees. Read employee reviews and ratings on Glassdoor to decide if Strategic Wealth Designers is right for you.