Our Values

Values Matter

Our values were created by our founder, Josh Strittmatter, which he wrote in a letter to his daughters when they were very young.

Josh Strittmatter and daughters

These family values are the guiding principles that define the culture, character, and vision of Strittmatter Wealth. They serve as the compass that directs the actions, decisions, and behaviors of everyone within the company, from the leadership team to each individual employee.

“In this ever-changing business landscape, understanding and upholding these values is not only a matter of corporate integrity but also a key factor in establishing a solid reputation, fostering trust, and achieving sustainable success.”

Josh W. Strittmatter,
Chief Executive Officer and Chief Investment Officer

The Twelve Values That Guide Us

Appreciate Family

Family is your steady constant rock. They are the ones that will be there for you when no one else will be. Never take them for granted and always proactively look for ways to help them and be there for them. Remember you represent your family when with the words that you say and the things that you do.

Remember the Golden Rule

We strongly believe that you should treat others the way you want to be treated. Be empathetic and show them respect. Do not cause harm to others. This leads to a better world.

Do The Right Thing

Doing the right thing is hard. You will be judged by your peers and family by this simple rule so follow it with every decision you make. Don't lie, cheat or steal.

Always Do Your Best

Work gives us purpose and fulfillment. Whether it is the chores at home, your classroom work or your future job, do the best that you can and make sure you are proud of the work you have done. Your peers will notice how hard you work and the quality of work you do.

Keep Learning

Learn and memorize useful information daily. The more you know, the more well-rounded of a person you will be. Expect the same from your friends and family.

Strive for Self-Improvement

Always look for ways to improve your skills. Very few people are naturally talented. Most people have to work hard daily to improve their skills.

Live A Planned Life

A well-lived life is a well-planned life. We plan life daily, weekly, monthly, quarterly, annually, as well as 3 and 5 years out. Use a calendar, lists and a journal.

Stay Positive

Think and behave positively. It is easy to say negative words, think negative thoughts, behave negatively. Decide each morning to be positive that day no matter what is going on in your life. The difference between a good life and a bad life is how we interpret what happens to us.

Learn from Mistakes

There is an old saying "Fail early and fail often." We learn by doing and unfortunately that means failing sometimes. All of the greatest achievers of the world failed countless times before they found success. Remember that you will not be judged by our failures but how you reacted to them. Pick yourself back up, learn from them and move forward.

Protect Our Country

Freedom is not free. America was founded on principals of democracy and freedom. Throughout the world these principals are challenged every day. It is our duty to keep these principals sacred and to never let the dream of America die.

Nourish Relationships

We believe in the creating and nourishing strong relationships with our clients. Our clients become our family and we look forward to serving them for years to come.

Leave a Legacy

Multi-generational planning fosters a legacy of financial stability and security that transcends one's own lifetime and allows for the efficient transfer of wealth and knowledge. It also enhances family cohesion by fostering open discussions about financial goals and priorities, ensuring that each generation benefits from the wisdom and resources of those that came before.

At Strittmatter, YOU matter.

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