Jerrod Crouch
Financial Planning for Dentists, Physicians, & Business Owners
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Serving Clients Nationwide
Financial Planning for Dentists, Physicians, & Business Owners
Areas of Focus
- Business Owners
- Business Transitions
- Cash Flow
- Direct/Personal Indexing
- Divorce Financial Planning
- Estate Planning
- Exit Planning
- Family and Money
- Financial Planning
- High Net Worth
- High Net Worth Retirement Planning
- Inherited Wealth
- Insurance
- Investing
- Investment Management
- Private Student Loan Option Analysis
- Public Service Loan Forgiveness (PSLF) Advising
- Retirement Income Planning
- Retirement Planning
- Risk Management
- Roth Conversion Strategies
- Student Loan Advising
- Student Loan Consolidation Assistance
- Student Loan Repayment Plan Advising
- Tax-Efficient Planning
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
- Wealth Management
About Jerrod Crouch
Many of life's biggest financial decisions happen during some of its busiest seasons.Whether you're paying off student loans, building a medical or dental career, growing a business, preparing for retirement, or navigating a major life transition, financial decisions rarely happen in isolation. Each choice impacts the next, which is why I believe financial planning should be comprehensive, coordinated, and tailored to your unique goals.
I'm Jerrod Crouch, a Financial Advisor with Strategic Wealth Design. I help dentists, physicians, healthcare professionals, business owners, retirees, and families make confident financial decisions through personalized financial planning designed to create long-term financial security and financial freedom. My firm's positioning and target audiences are focused on dentists, physicians, business owners, and retirees seeking comprehensive planning solutions.
I help dentists, physicians, healthcare professionals, business owners, retirees, and families with financial planning, retirement planning, investment management, tax planning strategies, student loan planning, estate planning coordination, and wealth management in Las Vegas and throughout the United States.
My approach is planning-first. Investments are important, but they are only one piece of the picture. I help clients coordinate investments, tax strategies, retirement planning, insurance, estate planning, student loans, and business planning into one cohesive strategy that helps them move forward with confidence.
At Strategic Wealth Design, we believe lasting success comes from achieving both Financial Security and Financial Freedom.
Financial Security means knowing you'll be okay no matter what happens.
Financial Freedom means having enough wealth that work becomes a choice, not a necessity.
My goal is to help clients build both.
Primary Location
8675 S Eastern Ave., Suite 203, Las Vegas, NV 89123
Video
Meeting Options
- Video Conference
- In-Person
- Phone
- Webinars
Compensation Methods
- Commissions
- Fee Based
- Flat Fee
- Offers Advice-Only Services
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Strategic Wealth Design
You’ve worked hard to build your success. Strategic Wealth Design helps you connect that success with the life you want to live.We provide comprehensive financial planning and wealth management for business owners, high-net-worth individuals and families, and established professionals, including dentists, physicians, and practice owners. Our approach looks beyond individual accounts to consider how investments, tax-efficient strategies, retirement planning, insurance, estate considerations, and business decisions work together.
For business owners, that means connecting the demands and opportunities of ownership with personal financial goals, including wealth accumulation, retirement, and succession or exit planning. For investors and families, it means bringing financial decisions into a coordinated strategy that reflects their priorities.
With offices in Las Vegas, Nevada, and Glenwood Springs, Colorado, we serve clients nationwide. Our purpose is to enrich the lives of the people we touch by helping them pursue financial security for the responsibilities they carry and financial freedom for the choices they want to make.
Our Fees
We charge fees for financial planning and investment management services and receive commissions on fixed insurance products we help clients put in place.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Strategic Wealth Design and Cambridge are not affiliated.
Education
University of Utah, Bachelor's degree, Financial Planning and Services | College of Southern Nevada, Associate's degree, Accounting and Business/Management
Volunteer Experience
2-year service mission in Mississippi and Louisiana (2015-2017) Volunteer Coach
Hobbies and Interests
- Basketball
- Church
- Dogs
- Eating Out
- Family
- Foodie
- Football
- Hockey
- Motorcycling
- Music
- Pickleball
- Surfing
- Swimming
- Volleyball
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dentists
- Divorce
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Gen Z
- Healthcare Professionals
- High Net Worth
- Individuals
- Intergenerational Families
- Living in Retirement
- Mid-Career Professionals
- Newly Engaged / Newlywed
- Physician Assistants
- Physicians
- Pre-Retirees
- Young Families
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Write a Review
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5 Stars
Mahesh and Jerrod helped my family get through the most difficult time of my life. I know I was not pleasant, but their warmth and patience never waned. They consistently responded to attorneys and CPAs throughout the process. They reviewed documents, provided thorough input, and collaborated proactively with other professionals in my life without me having to remind them or continuously nudge them. My wife and I couldn't believe such a level of service was just included. They have a way of explaining things without jargon that helps me make decisions that feel right for me. I appreciate you guys and will never forget how you helped us through a tough time.
5 Stars
I have been working with Mahesh for close to 3 years now. Everyone at Strategic is so knowledgeable and I love that they talk in terms I can understand. I am a small business owner who is overwhelmed at times, but they are always there getting me back on track. I would definitely recommend them!
5 Stars
Mahesh and Jerrod have been of the utmost help to me as financial advisors. They make concepts understandable, are patient, and wait to ensure you really understand before moving on. I recommend them to even novice investors.
5 Stars
Very caring and competent staff. I am grateful they are taking care of my investments.
5 Stars
The best service and very professional.
5 Stars
The guys at Strategic Wealth are smart team, very good communicator,they know what they are doing and super super niceThey always have a good answer to every question we aske and they go out of their way to help.keep it up team strategic.Thank you
5 Stars
The team at SWD is very knowledgeable and professional, and their entire office has always been very welcoming, responsive and prompt with all communication. Mahesh and Jerrod helped me during a pivotal financial transition in my life, providing me with personalized planning which has reassured me going forward. I highly recommend the SWD team for their financial planning expertise!
5 Stars
We use Strategic Wealth Design to setup our 401K plan for my business and for retirement planning. Every time we meet with them to discuss finances and strategies my wife and I leave the meeting feeling like it is the smartest decision we've made to utilize their expertise. They are very knowledgeable and take the time to make sure we understand every financial decision we make. Strongly recommend.
5 Stars
5 Stars
I became a client when I didn't think I could save even $20 a paycheck. He has advised me on creating more wealth than I ever imagined. I have been with SWD for over a decade; he treats me like family and I completely trust his advice and guidance.
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