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Welcome to Strittmatter Wealth.
We specialize in financial education designed to empower you to achieve financial freedom by providing you with the resources, customized options and strategies suited to your financial goals.
Service Based. Excellence Driven.
We understand your financial options can leave you feeling overwhelmed. That is why we have made it our mission to provide you with the resources and options you need to reach your financial goals and objectives.
Educate
We believe that financial literacy is key to reaching your financial goals. That is why we offer classes and workshops through local colleges on varying financial topics.
Enrich
Enrich your life and future generations by utilizing our smart investment and planning strategies. Confidently protect your legacy with our guidance and expertise.
Advance
No matter where you are in life, you can discover your unique path to financial freedom. With the right strategies, this future can become reality. Contact us to learn how.
Comprehensive services lead to smart and careful planning.
No matter where you are in life and your financial journey, we offer an array of services to assist you in meeting your financial goals.
Financial planning is about creating unique goals for your financial life. At the end of the day, everyone has different financial priorities. Some prioritize their retirement, others prioritize their estate planning, others their investments, others their taxes and the list goes on and on.
To view more information about an individual service, click on an option to the right, and select the link inside the drop-down box.
Click the button below to view all services.
Our financial advisors are equipped with the most comprehensive planning technology and software in order to assist you in making smart financial decisions.
Whether you are a new business owner looking to make your own path or a long-time entrepreneur, we are your go-to for business planning.
We assist clients of all ages to take control of their future and calculate the necessary methods and solutions that allow retirement goals to be worked towards.
Our team will guide you through the complex and sometimes volatile world of stocks, bonds, and mutual funds in order to work toward a balance between desired goal achievement and your tolerance for risk.
Our team will use a comprehensive approach and create a well-structured and properly funded insurance plan with the goal of protecting the assets you have spent a lifetime acquiring.
We will help you establish a comprehensive estate plan, with the goal of providing the maximum benefit and protecting those you care about most.
The type of trust you establish, as well as the cost of operating your trust should be a consideration when selecting a trustee.
We pride ourselves on keeping current with the constantly changing tax laws, allowing us to make an educated decision and change your strategy as we see fit.
Our clients own the properties and therefore directly benefit from the leverage and tax benefits while our firm manages all aspects of the buying, selling and management process.
SWMG provides advice and services on a variety of corporate benefits, helping you maximize your total compensation plan so you get all that you deserve.
To determine the best time to collect benefits, our team takes into account your current health, family longevity, spousal benefits, personal preferences, and more.
Companies We Serve
Proudly Specializing in Retirement Planning for several DFW Area Companies:
AMAZON
AMERICAN AIRLINES
ARLINGTON ISD
AT&T
BAYLOR SCOTT & WHITE
BELL HELICOPTER
COOK CHILDREN’S
FORT WORTH ISD
LOCKHEED MARTIN
TEXAS CHRISTIAN UNIVERSITY
TEXAS HEALTH HARRIS METHODIST
UT ARLINGTON
Strittmatter Wealth Management Group, LLC provides financial planning services to employees of the companies listed above and can provide advice regarding their retirement and workplace benefits. Strittmatter Wealth Management Group, LLC is not affiliated or sponsored by the companies listed above.
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Get In Touch
Questions or comments? Contact us through the methods below, and a colleague at Strittmatter Wealth Management Group will be in touch within 24 hours:
Ready to get started? Click here to schedule a complimentary consultation with one of our friendly advisors today:
101 Summit Ave. Ste 910
Fort Worth, TX 76102
©2023 SWMG, LLC. All rights reserved.