The Collaborative Approach™
At Strittmatter Wealth Management Group, we believe that great advice starts with a dedication to knowing our clients’ overall financial situation.
By working with you as a team for the benefit of our mutual clients, we will be better informed about their financial lives. This process will involve open lines of communication about the client and their financial situation, joint meetings when necessary, and a collaborative approach to financial advice.
This will equip all of us with the best solutions to assist the client in achieving their financial goals. Our partnership will provide our clients with a unique client experience unmatched in the financial industry.
THE ADVANTAGES OF COLLABORATION
Partnering with Strittmatter Wealth Management Group gives your clients added benefits that will help them pursue their financial goals. Our partnership can provide your clients with invaluable tools such as unbiased financial advice, asset management, retirement planning, financial planning, and educational opportunities.
ADVANTAGES FOR THE CLIENT:
Partnering with us could give your firm the advantage of a peer-to-peer collaboration on business development and monetary revenue. Your firm may benefit from more billable hours, more quality referrals, and revenue sharing. On top of the added monetary gain, you will also benefit from the sharing of ideas, procedures, and systems which could in turn increase the efficiency of your firm.
ADVANTAGES FOR THE PROFESSIONAL:
Get in touch for more details
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.