Mahesh Odhrani, CFP®, ChFC®, AIF®, CPFA®
Financial planning & wealth management for business owners and high-net-worth.
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Serving Clients Nationwide
Financial planning & wealth management for business owners and high-net-worth.
Areas of Focus
- Business Owners
- Business Transitions
- Cash Flow
- Corporate Retirement Plans
- Estate Planning
- Exit Planning
- Financial Planning
- Giving
- High Net Worth
- High Net Worth Retirement Planning
- Inherited Wealth
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Risk Management
- Roth Conversion Strategies
- Student Loan Advising
- Student Loan Repayment Plan Advising
- Tax-Aware Retirement Income Coordination
- Tax-Efficient Planning
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
- Wealth Management
About Mahesh Odhrani, CFP®, ChFC®, AIF®, CPFA®
You’ve built significant success. What do you want it to make possible?Building wealth takes commitment. Deciding how that wealth should support your next chapter takes a different kind of planning.
Perhaps much of your wealth is tied to your business. Perhaps your investments, retirement accounts, insurance, and estate arrangements have grown over time without a clear, coordinated strategy.
Or perhaps you are approaching a defining decision: stepping back from work, transitioning your business, or deciding what you want to leave to the next generation.
The question is no longer simply how to accumulate more. It’s how to connect what you’ve built with what matters most.
I’m Mahesh Odhrani, founder and president of Strategic Wealth Design. For more than 20 years, I’ve helped clients bring the moving pieces of their financial lives together.
My practice focuses on business owners, high-net-worth investors, and established professionals seeking a coordinated approach to their financial future.
Our firm has offices in Las Vegas, Nevada, and Glenwood Springs, Colorado, but we serve clients nationwide. We offer virtual sessions so you can have the convenience of being in your home or office.
Business Owners: Connect Your Business Success With Your Personal Future
As a business owner myself, I understand the challenge of balancing the demands of a company with personal financial priorities.
You may be asking:
Am I building enough wealth outside my business? How does an eventual transition fit into my retirement? What should I be doing now to prepare for life after ownership?
I help business owners connect wealth accumulation, tax-efficient strategies, retirement planning, wealth protection, and succession or exit planning with their personal goals.
Our conversation goes beyond the business itself:
What do you want your success to make possible for you and your family?
High-Net-Worth Investors: Give Your Wealth a Coordinated Direction
As your financial life becomes more complex, individual decisions need to be considered in context.
An investment decision belongs in the same conversation as your retirement goals. Tax considerations should connect with your broader strategy. Estate arrangements should reflect your intentions for your family.
My team and I use comprehensive financial planning to consider how investments, tax strategies, retirement plans, insurance, estate planning, and business decisions work together.
The aim is a financial picture you can understand, with actionable recommendations connected to your priorities.
Established Dentists and Physicians: Plan Beyond Professional Success
For dentists, physicians, and practice owners, my team and I help coordinate investments, tax-efficient strategies, retirement planning, protection, and business-related financial decisions.
Our focus is the bigger picture:
How can your career and practice support the life you want beyond work?
A Financial Plan That Looks Beyond Your Portfolio
Depending on your needs and engagement, our work may include:
• Investment management and portfolio review.
• Tax planning and multi-year projections.
• Retirement readiness and retirement-income planning.
• Business succession and exit-related financial planning.
• Corporate retirement plan optimization.
• Insurance and wealth-protection reviews.
• Estate planning coordination with your attorney.
• Coordination with your accountant as appropriate.
Services are tailored to the scope of your engagement. Tax, legal, and transaction matters should be coordinated with the appropriate professional advisors.
Technical Knowledge. A Personal Perspective.
I hold the CFP®, ChFC®, AIF®, and CPFA® designations and continue investing in professional education.
As a husband, father, and business owner, I understand that financial decisions are about more than numbers. They are about responsibility, opportunity, and the people who matter most.
Outside work, I enjoy spending time with my wife and our three children, traveling, hiking, exercising, and watching superhero movies. Meditation helps me get grounded for the day ahead.
That personal perspective shapes the purpose of our work:
Financial security for the responsibilities you carry. Financial freedom for the choices you want to make.
Let’s Talk About Your Next Chapter
Whether you are building wealth outside your business, preparing for a transition, or seeking a more coordinated approach to your investments and financial planning, I welcome a conversation.
Schedule a free introductory conversation.
We’ll discuss your circumstances, priorities, and what prompted your search, then explore whether working together makes sense.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- CERTIFIED FINANCIAL PLANNER ®
- Certified Plan Fiduciary Advisor (CPFA)
- Chartered Financial Consultant (ChFC)
- Life Underwriter Training Council Fellow (LUTCF)
Affiliations
- CFP Board
- Measure Twice Planners
- National Association of Insurance and Financial Advisors
Primary Location
8675 S Eastern Ave., Suite 203, Las Vegas, NV 89123
Additional Locations
📍 2520 S Grand Avenue, Suite 203, Glenwood Springs, CO 81601
Video
Meeting Options
- Video Conference
- In-Person
- Phone
- Webinars
Compensation Methods
- Fee Based
- Flat Fee
- 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
UNLV Lee Business School, Bachelor of Science (B.S.), Managerial Finance and Management Information Systems
Volunteer Experience
UNLV Lee Business School Corporate Advisory Board, Current Board Member | Vegas PBS, Board Member | Vegas PBS Planned Giving Council, Council Member | Southern Nevada Association of Insurance and Financial Advisors (SNAIFA), Past President | Conscious Capitalism Las Vegas Chapter, Past Treasurer and Past Board Member | UNLV Lee Business School Executive Advisory Board, Past Board Member | UNLV Lee Business School Alumni Association, Past President | Clark High School’s Academy of Finance, Past Mentor | UNLV Alumni Association, Past Board Member
Hobbies and Interests
- Computer
- Dogs
- Eating Out
- Entertaining
- Exercising
- Family
- Foodie
- Grilling
- Hiking
- Movies
- Reading
- Swimming
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Business Owners
- Corporate Executives
- Dentists
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Healthcare Professionals
- High Net Worth
- Intergenerational Families
- Living in Retirement
- Mid-Career Professionals
- Physicians
- Pre-Retirees
- Technology Professionals
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Write a Review
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5 Stars
Mahesh and his team are very professional. Great service. I'm very happy with their work for my business and for me personally.
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
Strategic Wealth Design has helped our company with over 50 employees with setting up and managing our 401Ks. They have continually provided advice on investments for myself, my employees, and the business. Mahesh and Paolo are rock stars! They're always willing to go the extra mile to make sure our business is taken care of! I don't know what I would have done without them in our first year of adding 401k benefits to our company! Thank you!
5 Stars
Mahesh leads a team of top quality folks who do a top notch job - they are an absolute pleasure to work with!
5 Stars
Great Company! And on Top Things!
5 Stars
The team at Strategic Wealth Design have been invaluable in guiding us with our money matters. They've helped us to save and plan for the future, giving us the confidence that we're on the right path.
5 Stars
Mahesh and his team are always quick to respond, knowledgeable, and accessible. I highly recommend their services!
5 Stars
Very caring and competent staff. I am grateful they are taking care of my investments.
5 Stars
Our company has worked with Mahesh and Strategic Wealth Design for a few years now on our company sponsored retirement plan and our experiences have been very positive. Mahesh and his team have been very responsive and timely when we have questions as they work with us to find the right solutions for our organization. They provide options for the types of plans we can offer, updates on how the market is doing, and any other updates we need to be aware of. We appreciate our relationship with Strategic Wealth Design as our organization continues to grow.
5 Stars
Very happy with the guidance and support we've received over the years. Great team at SWD.
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
I have been a client for almost 16 years now. They have always presented me with wise ideas on financial planning and wealth strategies. Mahesh is very knowledgeable and really takes his work seriously while catering to the needs of his clients. Would highly recommend their firm for your future financial strategies.
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.
5 Stars
Very knowledgeable, professional team.Always prompt to any inquiry and courteous .Willing to help above and beyond our expectations.
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