Wealth by Design

06/01/2026

The habits that shape strong leaders are rarely dramatic. It’s the daily decisions...follow through, discipline, and the way you treat people when there’s nothing to gain.

Over time, those small moments become your reputation, your leadership style, and your legacy.

05/29/2026

We’re growing our team at Wealth by Design Group.

If you’re detail-oriented, driven, and passionate about helping people navigate life’s financial decisions, our new Financial Paraplanner opportunity could be the perfect fit.

We’re looking for someone who thrives in a collaborative environment, values meaningful client relationships, and is eager to grow both personally and professionally within the wealth management industry. This role offers hands-on experience in comprehensive financial planning, mentorship from an experienced advisory team, and a clear path for long-term career growth.

At Wealth by Design Group, we believe exceptional planning starts with exceptional people — and we’re proud to foster a culture that is supportive, fast-paced, team-oriented, and genuinely enjoyable.

Interested in learning more or applying? Click the link below to view the full job description and learn more about the opportunity, and send your resume to [email protected].

https://bit.ly/43ClKrS

05/27/2026

For many successful professionals and business owners, retirement isn’t about slowing down completely. It’s about having the freedom to spend more time with family, travel more intentionally, support causes you care about, and enjoy the life you’ve worked hard to build.

A thoughtful retirement strategy goes beyond simply accumulating assets. It helps create clarity around income distribution, tax efficiency, legacy planning, and long-term security. The goal isn’t simply to retire, but to retire with confidence.

If you want to make sure your retirement plan is ACTUALLY a strategy (and not a checkbox), schedule a call with our team today.
https://bit.ly/3eVKP8Y

05/25/2026

As we spend time out of the office today, we want to share this week's WBD-ism, in honor of Memorial Day.

Today, we show our gratitude to the members of the U.S. military and their service to the country, even when it cost them their lives.

05/21/2026

Today we’re celebrating Craig Bartlett, Managing Partner and Financial Planner at Wealth by Design.

Craig’s leadership, integrity, and dedication to serving clients with wisdom and care continue to shape the heart of our firm every day.

Please join us in wishing Craig a very happy birthday and a wonderful year ahead!

05/13/2026

As part of an upcoming transition, we want to share an update regarding our group benefits services.

As you may recall, Jo Ann Boyle has stepped back from handling group benefits in April to begin retirement, but she continues to support clients with individual and Medicare coverage.

To ensure continued service and expertise in this area, we’ve transitioned our group benefits clients to Spencer & Spencer, led by Courtney Spencer-Cuyendall.

This transition has been handled thoughtfully to provide continuity and a smooth experience for clients.

Cathy Barry will remain with us for the next few months to assist with the transition and help ensure everything is handled with the same level of care our clients have come to expect. We so appreciate her continued work to help keep a smooth transition!

We’re grateful for the many years Jo Ann and Cathy have dedicated to this work and are confident our clients will continue to be well supported moving forward.

If you have any questions about this transition, please don’t hesitate to reach out.

05/11/2026

At some point, we need to start asking a different question:

Not “What’s next?”
But “What actually matters?”

That’s where alignment begins.

05/10/2026

Dear moms of the world:
You are more than enough. (And we appreciate you more than you know.)

In celebration of Mother's Day, let us show appreciation for the ones whose hugs make the world a better place. Let us know: What's your favorite thing about your mother or the mom in your life?

From all of us at WBD, Happy Mother's Day!

05/08/2026

We teach our children so much in life -- how to pick up after themselves, how to drive a car, how to live with integrity…but what about managing money? More often than not, children are sent off into adulthood with very little understanding of the value of a dollar. And it's not because parents don't care; it's because we're focused on raising them right that teaching them about money becomes less of a priority. Luckily, this is a conversation a financial planner can guide you through, especially when developing a generational wealth plan. Learn more in our featured article:

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

05/04/2026

We live in a world built around immediacy.

But the most meaningful progress — in business, in relationships, in life — tends to happen over time. They say patience is a virtue for a reason, but this can be a hard lesson to remember. In moments where you're having a hard time remembering this, it's important to think about the end goal and what matters most, not what you want right now.