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Strittmatter Wealth Management Group, LLC
Planification de retraite fiduciaire avec une touche personnelle à Fort Worth.
5(5 avis)
Insurance
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Planification de retraite fiduciaire avec une touche personnelle à Fort Worth.
Strittmatter Wealth Management Group, LLC à Fort Worth propose une planification de la retraite fiduciaire et transparente ainsi que la consolidation des actifs. Les clients apprécient une approche professionnelle mais personnelle, un propriétaire expérimenté et un processus d'intégration qui donne des chiffres clairs. L'équipe, dont Josh Strittmatter et Kelly Buchfink, vise à offrir la tranquillité d'esprit et un accompagnement financier durable.
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Stratégies complètes pour la retraite, y compris l'optimisation de la sécurité sociale et la planification des revenus.
Gestion de portefeuille personnalisée avec une approche fiduciaire visant à maximiser la croissance et à minimiser les frais.
Produits d'assurance sur mesure pour protéger les actifs et assurer une sécurité financière.
Aide à regrouper les actifs en un portefeuille d'investissement cohérent pour une meilleure gestion.
Conseils d'expert sur les scénarios financiers, la planification successorale et les stratégies de patrimoine à long terme.
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.
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.
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.
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.
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.
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