mature-male-friends-socializing-in-backyard-together

Retire Confidently

couple-running-on-tropical-beach

Maximize your Legacy

consultant-between-bookkeepers-and-accounting-lawyer-consultation-about-asset

Optimize your Tax Situation

You’ve Worked hard your entire life achieving your career goals, raising a family, being a leader in your community, and yet your left wondering…

Am I going to be OK when I retire?

When should I start taking social security?

How do I minimize taxes in retirement?

Have I done enough to protect my family and legacy?

Can I afford that big trip I’ve been dreaming about?

We get it! Retirement planning can be so darn confusing and it’s hard to block out all the noise.


Most high achieving professionals, over 50, struggle with making the right decisions about their future and are afraid of running out of money.

couple-near-retirement

If you're feeling...

 

Overwhelmed by career and family demands, leaving no time to focus on retirement planning

 

Frustrated by conflicting advice on pension, social security, taxes, and investing

 

Lacking confidence in your retirement timeline and financial goals

 

Concerned about the legacy you’ll leave for your family and children

 

Don’t worry. We have your back!

At Designing Wealth, we believe everyone should feel confident about their finances. It’s time to get the clarity that you deserve.

Our process simplifies and takes the guesswork out of planning, freeing up your time to spend with your family, career, and things that bring you joy.

Dwayne Tesseneer headshot

We can help you:

 

Organize your Finances

Get a clear picture of your financial situation

 

Clarify your Goals

Define what successful retirement looks like for you

 

Make Smart Decisions

Navigate financial complexities with ease and confidence

Retirement isn’t just about money. It’s also about quality of life and the experiences you get to enjoy along the way!

How We Can Help

Dwayne Tesseneer pointing at CTA text

What Our Clients Are Saying:

"Dwayne has been my advisor for over 17 years, guiding me through retirement and providing me with steady support after retirement. I truly don't know what I would do without him."

Cecilia

Retired

"Dwayne has been our Financial Planner for well over 20 years and it has been a rewarding relationship! Not only is he a careful listener and communicator but he is also gifted at what he does for us. Since my husband died, he has helped me through the financial decisions and is always ready to explain things to me. He is trustworthy, kind and he cares."

Lynne

Retired

"Mr. Tesseneer has been my financial advisor for more than 15 years. He has always been willing to spend time with me explaining the pros and cons of investing my money in order to help me make the best decisions. He is an honest and trustworthy professional who understands the needs of his clients. His advice about my retirement planning has helped me feel secure about my future."

Mary Joe

Retired

"I was put in contact with Dwayne Tesseneer over 15 years ago when I was looking for someone to help me invest the money I received from a divorce settlement. Then in 2015 he helped me immensely with my retirement planning. I have nothing but good things to say about Dwayne. He made both of these life-changing events easier for me. You can always reach him. He always explains and re-explains things to me to where I can understand them."

Brenda

Retired

"Over the years Dwayne has answered questions and provided assistance with my long-term financial goals. He is always so helpful.  He provides information in an easy-to-understand manner. He feels like family."

Linda

Retired

"Dwayne provided compassionate guidance during the passing of both my parents, managing our finances with care and offering invaluable advice on estate matters. His expertise helped us diversify our portfolio and he remains a trusted advisor to our family."

Chris

Regional Director for Triad West/WSSU

This statement is a testimonial by clients of the financial professional as of 11/18/2024 to 12/30/2024. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

The Designing Wealth Difference

Specialized Expertise:

We focus exclusively on helping professionals age 50+ manage taxes, invest smarter and retire confidently.

Customized Advice:

We don’t believe in one-size-fits-all solutions. Our goal is simple: to help you create an easy-to-understand retirement plan tailored to your unique needs and effortless to implement.

Long-Term Partnerships:

We value building lasting relationships with our clients. With ongoing communication and regular updates, we adapt your plans to keep pace with your evolving life.

Happy senior couple

GET STARTED IN

THREE EASY STEPS

 

Step 1: Schedule Your Free 30 Minute Call

We’ll have a listening session and find out what’s important to you.

 

Step 2: Develop a Plan

Together we’ll create a customized plan that addresses all your needs and goals

 

Step 3: Achieve Confidence

Implement your plan and retire confidently. We’ll be right by your side every step of the way.

Schedule Call

Meet Dwayne Tesseneer, AAMS, ADPA

photo of Dwayne Tesseneer

Dwayne Tesseneer is the founder of Designing Wealth, a financial planning firm dedicated to helping busy professionals pursue their retirement goals. With nearly 25 years of experience, he is passionate about financial education and empowering clients to make smart money decisions.

Learn More

Blogs