Gary Pevey Announces the Wealth Design Advantage

Sacramento Firm Offers Solid Plan for Financial Freedom

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Mar 05, 2019, 09:23 ET

SACRAMENTO, Calif., March 5, 2019 /PRNewswire/ -- Gary Pevey, President of Wealth Design Group, the Northern California wealth planning and advisory firm, today announced a six-phase program designed to help individuals establish a foundation for continuity and long-term success in achieving wealth building goals. It is called the Wealth Design Advantage. The six phases of the program include: Discovery and Orientation, Critical Factor Analysis, Goal Achievement Design, Wealth Foundation Builder, Wealth Accumulator and Legacy Creator.

Gary L. Pevey with his Wealth Design Advantage strategy. He created this plan to assist businesses and families who require highly specialized financial and advisory services.

Gary Pevey's Wealth Design Advantage is a sophisticated resource to facilitate the complex corporate and personal financial decisions their clients must make. Following this plan, individuals can build a sound and solid path to financial security.

"We created the Wealth Design Advantage program with individuals, business owners and families in mind who require highly specialized financial and advisory services," stated Mr. Pevey. "In just one visit we can identify a personalized strategy based on this system. Then we get to work implementing the individual strategies to continue the success and continuity of their legacy creation."

With over 40-years in the financial services business, Gary Pevey has helped hundreds of business owners and families with their financial planning needs. Gary holds professional designations as: Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). Every financial plan developed by Gary Pevey and Wealth Design Group focuses on creating wealth while minimizing risks, minimizing taxes and maximizing benefits.

"Our specialty is helping people with financial solutions and sophisticated resources to facilitate the complex corporate and personal financial decisions that must be made," stated Pevey. "It's what we are here for, it's what drives us."

Investment advisory services offered through Wealth Design Group, a registered investment advisor registered with the State of California. Insurance provided through WDG Insurance Services – CA Lic# 0C17920.

For more information about financial services from Wealth Design Group visit: www.wealthdesigngroup.com. Subscribe to the Wealth Design Group YouTube channel.

Media Contact:
Cebron Walker @ (916) 757-2051
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SOURCE Wealth Design Group