Our Mission Statement

Retirement & Wealth Building Is Our Priority

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Our mission is to provide the education, technology, tools and solutions to anyone who wants to build wealth.  We customize solutions and provide strategies that are tax efficient and in the best interest of our clients.  At SRT Wealth Design, we realize that women and underserved communities have not had the same access to the tools and technologies to build wealth effectively and it is our mission to educate and provide the resources to women and underserved communities in order to close the wealth gap and provide guidance on how to transfer wealth generationally and in the most holistic and tax efficient manner.