Our Clients

Our clients are affluent families and individuals, closely-held businesses, and public companies who expect objective advice and effective solutions. Our expertise, knowledge, and insight earned through years of experience equip The Wealth Design Center to provide effective planning solutions and exceptional service to meet the unique needs of our clients.

We work closely with our clients’ legal and tax advisors to develop an effective plan and we ensure difficult family and business issues are handled with sensitivity and confidentiality. Our success is built on the principles of overall integrity, differentiation through design, value through innovation, and continuity through ongoing service. A partial list of just some of the family businesses and public companies we work with includes:

The Jel Sert Company
West Chicago, IL

Stoller Vineyards
Dayton, OR

Bob’s Red Mill Natural Foods, Inc.
Milwaukie, OR

Express Services, Inc.
Oklahoma City, OK

Prudential Insurance Company of America
Newark, NJ

Newmont Mining Company
Denver, CO

Becker Capital Management
Portland, OR

Diamond G Management, LLC
Longmont, CO

Huntsman Corporation
Salt Lake City, UT