We bring over 100 years of collective fiduciary experience in managing more than $1 billion in assets for ultra-high net-worth executives, entrepreneurs, multi-generational families, and charitable institutions. We strive to build resilient portfolios that compound returns from diverse sources and manage our client's legacies.
Design Wealth began in Connecticut, against the backdrop of the historic New England town of New Canaan, a short distance from New York City.
Our community eventually reached across the span of the entire Eastern seaboard and then spread to the Western states.
The journey led us to California, where a vibrant ecosystem of founders and pioneers continue to shape the entrepreneurial landscape.