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Strategic Wealth Designers

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Horrific Culture and Awful Leadership - Anonymous employee Strategic Wealth Designers Employee Review

1.0
Oct 12, 2023
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Working with some great people who have managed to hang-on, albeit fewer and fewer each week. 7% match and pretty decent PTO

Cons

Leadership only cares about making money for themselves and pumping through 'clients'. Almost half the company has been terminated or resigned since December '22. If you question leadership or disagree with things they will either fire you or make you want to quit. Everyone has had to take on numerous roles with the exodus of employees, yet leadership refuses to give anyone any extra compensation for the extra efforts.

Explore other reviews about Strategic Wealth Designers

5.0
Apr 28, 2026
Recommend
CEO approval
Business outlook

Pros

Great small company that took care of their employees. Great family environment, great culture

Cons

Management changed plans and structure constantly, was kind of tricky

5.0
Nov 16, 2025
Recommend
CEO approval
Business outlook

Pros

There is a lot of PTO and the community is amazing!

Cons

There is a lot of travel involved sometimes which can be exhausting.

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