Phoenix Investment Partners

Wealth by Design, LLC, based in Sausalito, CA, offers comprehensive financial planning and investment management services to clients in the San Francisco Bay Area. Established in 2003 by Barbara Bachelder and Kerstin Eriksson-Splawn, the firm focuses on assisting individuals in achieving their life goals through personalized financial strategies. Barbara Bachelder, a Certified Financial Planner, specializes in financial consulting, asset management, and insurance services. Kerstin Eriksson-Splawn, also a CFP, focuses on creating and maintaining financial independence for retirees and women of all ages. Together, they provide expertise in various areas such as tax, estate planning, and insurance. Wealth by Design operates under a client-first approach, emphasizing integrity, personalized recommendations, and financial education. Serving the middle market, the firm ensures top-notch service tailored to individual needs, distinguishing itself from traditional brokerage houses. With a commitment to offering the best value for clients' investments, Wealth by Design continuously educates itself to provide informed financial advice. Generated from the website content