WSD
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+1 203-698-4300
Wealthspace design
  • There are 3 critical factors
    companies should invest in to create an optimal employee
    experience: PHYSICAL SPACE, CULTURE and TECHNOLOGY.
    - Jacob Morgan, Author of The Employee Experience Advantage
  • By building
    a space
    that is committed to the tenets of a modern workspace,
    complete with bleeding edge technology, an RIA is
    positioning itself to attract the NextGen investor and employee
  • Our goal is to help RIA owners
    attract and retain employees by constructing a
    workplace that is so exhilarating, family, friends
    and clients want to come see it.

About WSD

  about

an innovative Consulting & Design company.

We design and construct dynamic, versatile work space for Registered Investment Advisors looking to attract the next generation client and employee. We imagined a physical space that is so elegantly appointed, so soothingly lighted and colored, so perfectly wired for sound, so committed to art and aesthetic that when an employee/client/guest arrives for the first time, their jaws drop.


Planning

Design

Building

Our people

    people

Jeff Bischoff.

Founder/CEO

With over 25 years experience in the wealth management and financial services industries, Jeff is the engine driving WSD. He locates and validates the space and finds the clients for a perfect fit.

David MacLaren.

CTO

David lives at the cutting edge of Internet infrastructure, software development, plus encryption and security services. This assures the highest levels of confidentiality and security for our clients.

Katrina Bischoff.

CMO

Katrina Bischoff is our Events Management & Marketing Director. Working closely with each facility's concierge, Katrina will stage and execute bespoke client events, networking events and philanthropy events.

David Sorin.

Chief Legal Counsel

A Managing Partner at McCarter & English LLP, David structures the WSD fee sharing agreements and oversees the company's capital raising activities. He also provides general legal advice to the company.

Jamie Spates.

Chief Evangelist

As our first non financial industry Resource Partner, Jamie will serve as an example of how the WSD formula functions, while providing our clients with his bespoke travel advisory services.

Bob Matthews.

Advisor to C-Suite

In his role at WealthSpace Design, Bob will be helping the company position itself to be able to scale and attract institutional capital.

Our Services

services    

Physical Space

By designing a modern, creatively appointed and amenity-rich space, devoid of fluorescent lighting and drop ceilings, RIA owners are making a statement to employees and clients: the firm VALUES you.

Culture

By designing a space that so clearly puts the EMPLOYEE EXPERIENCE at the top of the list of core values, the RIA owner is able to foster an ethic of camaraderie and collaboration. Clients will notice; they'll experience the culture of excellence even over the phone.

Technology

Our CTO combines 30 years experience in productivity gizmos and gadgets, software development, network design and music and the arts to create a cutting edge melange of useful, practical and state-of-the-art technology that employees and clients alike will enjoy.

25+

Years of
industry experience

Our partners

      partners
Contact us now, scroll down

Current Projects

Click on the map markers for info

Naples

Beverly Hills

Chicago

Boston

Charleston

Jupiter

Get in touch

contact
OFFICE: +1 203-698-4300
CELL: +1 203-252-1321
info@wealthspacedesign.com
3 WEST END AVENUE
OLD GREENWICH, CT, 06870
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