Wealth By Design LLC is a financial planning and investment management firm based in Saratoga, CA, serving the San Francisco Bay Area. Founded in 2003 by Barbara Bachelder and Kerstin Eriksson-Splawn, the company offers personalized comprehensive financial planning and investment management services to clients, with a focus on the middle market.
With a commitment to putting the client first and operating with the highest integrity, Wealth By Design LLC aims to help individuals and couples of all ages achieve their life goals through expert financial consulting, asset management, and insurance services. Barbara Bachelder and Kerstin Eriksson-Splawn, both Certified Financial Planners, bring their unique expertise to the field, ensuring clients receive top-notch service and advice.
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