Purpose Matters
Behind every portfolio is a lifetime of decisions.
A family you want to protect. Opportunities you want to create. Values you want to pass forward. And a future you want to shape intentionally.
Wealth is Peronal & Confidence is Key
At Strittmatter Wealth Management Group, we help successful individuals and families make confident decisions about the wealth they have worked to build, so it can accomplish more for the people and purposes that matter most.
Your Financial Life is Bigger than Your Portfolio
Investments matter, but they are only one piece of the picture.
Taxes can influence your estate. Estate decisions can affect your family. Business interests can reshape retirement.
Choices made today may influence generations you will never meet
That is why we look beyond individual accounts and strategies to help coordinate your entire financial life around one clear purpose:
Making your wealth work more intelligently for you and the people you love.
Who We Are
As one of the leading independent wealth management groups in the nation, we are a fee-based firm specializing in retirement planning, estate planning, investment management, and more.
We serve as fiduciaries for our clients, and unlike many of our competitors, we have no proprietary products or the conflict of interest that goes along with them.
We are committed to empowering our clients through education, personalized strategies, and long-term guidance.
Who We Serve
We work with individuals, families, and retirees who want to take control of their financial future and make confident decisions.
Whether you’re planning for retirement, looking to reduce taxes, or seeking a long-term financial partner, we’re here to help.
The People Working for Your Financial Success
More than just financial advisors, our team is comprised of experts across a variety of fields to make sure you receive the very best client experience.
As partners in your success, we believe that our clients come first in everything that we do.
“Strittmatter Wealth is for those looking for a home that they can rely on and trust. A place that they know that they won’t have to make changes five years from now, that they can stay with for generations to come.”
Josh W. Strittmatter,
Chief Executive Officer and Chief Investment Officer
What Sets Us Apart
Choosing a financial advisor is one of the most important decisions you’ll make.
Here’s what makes us different
- A personalized, client-first approach
- A strong focus on financial education
- A team-based strategy for comprehensive planning
- A commitment to transparency and long-term relationships
- A community-centered philosophy
Serving Our Community
We believe success is measured not only by financial outcomes, but by the impact we make in the lives of others.
Through volunteer events, charitable initiatives, and community involvement, Strittmatter Wealth Management Group is committed to giving back and making a difference.
By simplifying complex financial concepts and providing clear direction, we help you take control of your financial future... one decision at a time.
Education is Our Passion
We believe informed clients make better decisions.
That’s why education is at the core of everything we do, from financial workshops and seminars to one-on-one conversations.
Our goal is not just to manage your wealth, but to help you understand it.
We've built something truly special: a firm that prioritizes education, transparency, and client relationships above all else.
Building Trust Over Time
At our core, we are a relationship-driven firm.
We take the time to truly understand your goals, your concerns, and what matters most to you.
This allows us to build strategies that are not only effective, but meaningful and aligned with your life.
Trusted by Families with Real Stories
What really matters is that you're here.
Your wealth deserves more than a financial advisor.
It deserves someone who understands what is behind it. Your family. Your ambitions and concerns. Your responsibilities. And the legacy you hope to leave.
If you are looking for a more thoughtful, coordinated approach to managing significant wealth, we invite you to begin with a private conversation.
No pressure. No obligation. Just an opportunity to learn what matters to you, and whether Strittmatter Wealth may be the right partner for what comes next.
Let’s Talk About What Your Wealth Can Make Possible.
