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This website is limited to the dissemination of general information pertaining to By Design Wealth Management LLC’s services, together with access to additional investment-related information, publications and links. Accordingly, the publication of this website should not be construed as a solicitation or offer to effect, or attempt to effect, transactions in securities or personalized investment advice for compensation over the internet. The material on this website is without regard to the specific investment objectives, financial situations or particular needs of any visitor. Any opinions expressed on this website do not constitute investment advice.

Before entering into an investment advisory service agreement with By Design Wealth Management LLC, pursuant to regulatory requirements potential investors will be provided our Form ADV Part 2A Brochure and 2B Supplement. Prior to deciding to invest with our firm we strongly encourage you to not only read and consider the information provided in these disclosure documents but also consult with your tax or legal advisers.

This website’s content is current as of the date of publication without regard to the date on which you may have received this information.

By Design Wealth Management LLC is a state-registered investment adviser located in OH. By Design Wealth Management LLC and its representatives are in compliance with the current registration requirements applicable in the state in which the firm maintains clients. By Design Wealth Management LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of By Design Wealth Management LLC, please contact our office at 918-609-3564 or your state’s securities law administrator. Although we may not currently be registered in your state, we may seek registration in your state if warranted.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

An Enrolled Agent, EA, is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

By Design Wealth Management LLC – Tulsa, OK © 2022. All Rights Reserved.

By Design Wealth Management LLC | Tulsa, OK 74133, United States | hello@myplanbydesign.com

Form ADV (Firm CRD#167249)

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