Client Reviews

What Our Clients Say About Us

Want to hear from actual Strittmatter Wealth clients about their experience with our firm? Take a look at the Google Business Reviews below:

Melanie OrcuttMelanie Orcutt
00:08 22 Aug 23
SMWG has helped in planning my retirement and showing me how to set up and use my various retirement accounts.
Chuck OrcuttChuck Orcutt
19:33 17 Aug 23
Martine ThomasMartine Thomas
15:57 17 Aug 23
The staff has always been helpful, instructive and caring. Whenever I have had a question or concern they have been quick to help me. They answer all my questions, let me know where I am financially and help me with projections for teh future. I would highly recommend Strittmatter Wealth Management Group to any or all who ask.
Don HaakeDon Haake
17:49 01 Aug 23
I worked with Strittmatter Wealth Management (SWMG) to create my estate plan after attending their seminar on estate planning. I found the staff to be professional, respectful, and friendly.
Weili LuWeili Lu
11:46 20 Jul 23
Proactive, professional, easy to understand the indications. I highly recommend SWMG.
Jerry PriesterJerry Priester
21:14 19 Apr 23
Strittmatter Wealth Management Group has been instrumental in advising us on our financial planning. They have guided us with insightful suggestions based on our specific situation and our goals for our future. Highly recommended.
Hayden CrowleyHayden Crowley
17:23 05 Apr 23
My wife and I have been invested with SMWM for over 10 years. We trust their investment advice and are encouraged to to stay educated by listening to their webinar series. We recommend that anyone needing a financial advisor group to call them.
Richard FloresRichard Flores
01:39 27 Mar 23
My wife and I met with SWMG for our regular bi-annual follow up meeting. It was one of the best meetings we've had. They reviewed our E-Money account with us and we updated it. They were very helpful and patient. In the course of doing that we discussed our account and our questions were answered. They are very well informed, professional and courteous. It was like having coffee with a good friend. I would highly recommend SWMG.
Karen ThompsonKaren Thompson
20:56 02 Feb 23
SWMG has provided professional, expert handling of my financial accounts and questions for a number of years. In addition, they take a personal and friendly approach toward planning and management. My accounts are definitely in good hands.

“Our client retention rate is so high because we treat people the way that they want to be treated. I try to think of how we can provide the very best service and the very best experience for our clients and then we do it. I think we delivery very well on that overall objective.”

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

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