Simplifying the World of Finance

Financial Designs Wealth Management (FD Wealth) provides holistic financial solutions customized for your unique goals, priorities, and needs–so you can build, manage, and preserve your wealth for generations.

Experience Finance Differently. Experience FD Wealth.

Comprehensive financial services that empower you. Our broad range of solutions meets you where you are, emphasizing strategic planning executed with care.

Financial Planning

Collaborate on custom strategies that align with your personal goals–short and long-term.

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Your planning journey begins with a conversation. We take the time to understand your current financial situation and future goals, then put together a plan of action, presented simply.

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Wealth Management

Experience a disciplined approach to personalized cash & investment management that makes your money work for you.

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Together with a trusted independent advisor, learn about why we believe multifaceted wealth management is crucial to maintaining and growing your net worth.

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Retirement Planning

We help you secure your future with effective & proactive retirement solutions.

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We help you identify your retirement goals and strive to develop a resilient, efficient plan for the future.

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Employer Retirement Plans

Administer a competitive employer retirement plan tailored to your company and employees.

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Dive deep into retirement plan options with an independent, knowledgeable expert. Emerge with a unique plan design that maximizes the benefit for you and your people.

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Estate Planning

Sleep well knowing the next generation is set up for a seamless transition and your legacy is carried out exactly as you wish.

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We quarterback the process with your attorney by explaining the overwhelming legal jargon simply; ensuring protection of your legacy and assisting in providing financial wellbeing for your family, present and future.

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Life Insurance

Custom solutions to protect what 
matters most.

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We help secure the right policy for your situation, protecting your family, business, and legacy throughout your lifetime and beyond.

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We Take Your Personal Finance, Personally.

You deserve customized financial solutions from experienced advisors whose main priority is You & Yours. 

Independent

Because we believe in giving you every option. Our independent status allows us to focus solely on your best interests, offering flexibility across a wide range of strategies and services.

Transparent

Because we want you to feel educated & empowered. As fiduciaries, we strive to provide full transparency, ensuring our clients understand the “why” in every suggestion.

Simple

Because we simply care. Finance doesn’t have to be complicated, confusing, or challenging. At FD Wealth, we’re shifting the paradigm. We focus on to-the-point, educational advice that leaves you ready and prepared, not confused, and overwhelmed.

Personalized

Because your financial security is too important for a one-size-fits-all solution. We believe in creating bespoke financial plans that reflect your unique situation, goals, and aspirations. Financial Designs Wealth is boutique for a reason–so we can give you the time and dedication you are entitled to.

Explore the Newest In the World of Finance.

We share the latest insights in financial planning, market trends, and investment strategies–and how they may affect you.

Despite Adversity, Job Growth Remains Strong

Keeping You Up to date Despite Adversity, Job Growth Remains Strong By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment Management Economic Update Interest rates rise, inflation persists, Ukraine and Russia remain in conflict, and yet job growth and production

Despite Scary Stories, Stocks Show Strength

Keeping You Up to date Despite Scary Stories, Stocks Show Strength By Kostya Etus, CFA®, Head of Strategy, Dynamic Investment ManagementHappy Halloween! There are many scary movies that come out around this time of year, but some of the scariest

It’s Not Too Late to Plan Your Estate

Did you know six in ten American adults have no will or estate plan in place? (Caring.com) No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they’re gone.

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A Family-Owned Business With a Tight-Knit Team of Independent Advisors.

Together, we strategize using our specialized expertise for wide-ranging, thorough holistic financial solutions. Meet the Financial Designs Wealth Advocates working hard to make your money work for you.

Jorge Valdes, CFP®

Founding Principal
“Business owners are great at making money but don’t have the time to make it work for them or their families.”

jorge@fdwealth.net

Jennifer Valdes, CFP®

Founding Principal & CCO
“The best way to predict your future is to create it.”

Jennifer@fdwealth.net

Ashley Nouel

Financial Analyst
“A plan without a goal is just a wish.”

ashley@fdwealth.net

Jorge Valdes Jr., CPFA®, CFP®

Retirement Plan Analyst
“Business owners are great at making money but don’t have the time to make it work for them or their families.”

jorgejr@fdwealth.net

Anthony Taboada

Client Associate
“Anthony graduated from Florida State University with a Bachelor’s degrees.”

anthony@fdwealth.net

Jorge Valdes, CFP®

Founding Principal

Jennifer Valdes, CFP®

Founding Principal & CCO

View Our Team
FINANCIAL DESIGNS WEALTH MANAGEMENT FINANCIAL DESIGNS

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