Strittmatter Wealth Management Group, LLC 101 Summit Avenue, Fort Worth, TX 76102
About the Business
Strittmatter Wealth Management Group, LLC, located at 101 Summit Avenue in Fort Worth, Texas, is a finance and insurance agency that prioritizes the needs and goals of their clients above all else. They offer a wide range of services including financial planning, retirement planning, estate planning, investment management, insurance planning, tax strategies, and more.
The institution also offers Strittmatter Business Planning™ services for small to midsize companies looking to grow and become Sell-Ready. They provide valuable resources and tools to help clients make informed financial decisions and achieve their goals.
With a focus on financial education and empowerment, Strittmatter Wealth Management Group aims to help clients achieve financial freedom and reach their financial objectives. They offer free resources, guides, webinars, consultations, and events to support their clients on their financial journey.
Their team of experts, including CERTIFIED FINANCIAL PLANNER®, are dedicated to providing personalized solutions and strategies tailored to each client's unique financial goals. Whether you are just starting out or looking for a second opinion, Strittmatter Wealth Management Group is there to guide you towards a brighter financial future.
Photos
Location & Phone number
101 Summit Ave # 910, Fort Worth, TX 76102, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"The Strittmatter Wealth Management team does a great job with making my investments work for me. I recently had a quarterly review that provided information on strategies for additional growth. The Zoom meeting was very informational and helpful. Plus, I get to see the representatives smiling face!"
"Our experience at Stritmatter Wealth Management was pleasant, professional and informative from beginning to end. First, we were greeted by the warm, friendly and attentive, Jacklee. She couldn't have been nicer, right down to the offer of fresh baked cookies, "a little treat while you." Next we had our meeting with Josh who was knowledgeable, straightforward and thorough with his advice. Taking extra care to make sure all questions were answered. The firm epitomizes its dedication to service."
"Paula and I have trusted Josh and the SWMG team with our savings for 10 years. Josh and Kelly were both out of town today when our review was scheduled, so we met with Kory Morawietz. This young man is a true finance professional. He was well prepared with all of our updated numbers and recommendations. He had good advise for possible strategy moving forward. He had answers for the questions I hadn't even planned to ask. Overall, I recommend to SWMG to anyone looking for someone to take the worry out of retirement. So far seven of our friends have taken that recommendation."
"Working with Strittmatter is the best decision I have made in regard to my finances and investments. Excellent advice that is based on their relationship with me. They know my unique circumstances and have been extremely helpful as I transition from full time employment to retirement. I have great trust in them."
"Josh is a great advisor - especially for the detail-oriented investor looking to plan for and have a successful retirement. I've worked with 4 financial advisors over the past 30 years, with the past several being with Strittmatter Wealth. By far the best because of their customization of plans based on your individual needs."
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