For Individual Investors & Families

Learn How To Develop Your Purpose
For Money, Build Wealth That Reflects Who You Are
And Finally Live Your American Dream

Join Wealth Design Group For A Game-Changing Experience In Achieving Your American Dream. Learn from experienced financial guides Mark Connely, Justin Makris, and Dale Pieper as they reveal why most people do not achieve their financial potential, fail to achieve goals, and suffer greatly from market setbacks — and how you can change course so you don't become a statistic too.

morgan.guggenheim@wealthdesigngroup.net

(281) 220-2700


Join Us In Person For The American Dream Experience ADX Live!

Days
Hours
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Seconds

Get Focused Guidance
For What's Most Important

2 Days In-Person

Getting Started With Your Purpose

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Drive Results
With Process

Wealth Design Group

Meeting At The Intersection Of Mindset and Money

Since [Year], Wealth Design Group has been at the forefront of unconventional financial thinking. They deeply understand the things that do not work for clients when it comes to building wealth. Their mission is to help educate, empower, and protect their clients against myths, misinformation, and misnomers in the financial services industry and keep the 'Bullies of Wall Street' at bay.

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Cumulative Years of Financial Experience
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Active Investor Coaching Clients
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Million Under Management
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We deliver the best solution and provide a business strategy that makes you a full professional.

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Impacting Lives.
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We're passionate about doing two things, impacting lives and transforming the journeys of the people we guide. You have a lot of choices where to get your needs met, but we're committed to earning our relationship every day until the very end.

Educational event

ADX - Houston

February 2024
Educational event

ADX - Houston

February 2024
Educational event

ADX - Houston

February 2024
Educational event

ADX - Houston

February 2024

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Downloadable Content

Learn The Power Of Putting Mind Over Money

You are more powerful than you can imagine, explore the top 10 roadblocks to healthy and productive financial thinking.

Still On The Fence?

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We understand what's at stake. That's why we want you to take a test drive of our coaching experience to see if it can be a fit for you and your journey.