Services Offered
Retirement Planning
Comprehensive strategies for retirement, including Social Security optimization and income planning.
Investment Management
Personalized portfolio management with a fiduciary approach to maximize growth and minimize fees.
Insurance Solutions
Tailored insurance products to protect assets and provide financial security.
Wealth Consolidation
Assistance in consolidating assets into a cohesive investment mix for better management.
Financial Consulting
Expert advice on financial scenarios, estate planning, and long-term wealth strategies.
Reviews
5(5 reviews)
Rating Distribution
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Leslie Milke
via Google
2 months ago
SWMG is a top notch firm. They have been tremendously helpful in consolidating my assets into a cohesive mix of investments. Everyone I have had contact with are helpful, knowledgeable and extremely friendly. I highly recommend.
B
Beth Pritchardvia Google
3 months ago
We are new clients to SWMG and couldn't be more impressed. The time and attention given to us, as we transition into the company, have been wonderful. We are looking forward to a great relationship with SWMG.
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Kalynne Hensonvia Google
3 months ago
We have been working with Strittmatter wealth and going through the onboarding process for a couple months. After doing a few retirement seminars and a recommendation from a friend, we decided to put our trust in them. So far I can only say good things about them. They have been very professional but personal. The owner is so experienced and went through many scenarios to come up with the plan for us. I feel very comfortable with our future in their hands. We had a previous investor but we were looking for more as we retired. SWMG works a full plan for your retirement. It takes awhile to provide them with all information but that pays off when they can give you good numbers to work with. So far we are very pleased with their entire process. I highly recommend them.
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Delbert Avelarvia Google
5 months ago
Strittmatter Wealth Mgmt is a breath of fresh air. For years I was with a broker who I thought was really taking care of me. In one way he did in another I was extremely over-diversified and was paying more in fees than they led on. I believe the straight forward approach of a fiduciary will better align your portfolio for maximum growth than a brokerage firm thst dilutes your capital gains with hidden or unknown fees. I highly recommend Josh Strittmatter and Kelly Buchfink and her staff.
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Vicki Scottvia Google
6 months ago
Ed and I met Josh over 10 years ago at a UTA seminar on Social Security and Retirement. SWMG has been managing our investments since that time. Josh, and his entire staff have all been great to work with during this time and provide peace of mind when dealing with changes of any kind. We would definitely recommend them for any financial management you might need.
