Fine Dining Invitation: “Get-to-Know-Us” Lunch: October 20th
Join us for a Clients & Friends “Get-to-Know Strittmatter Wealth” Fine Dining Invitation!
New Clients & Friends: “Get-to-Know-Us” Fine Dining Invitation: Fort Worth Financial Planning Client Event
If you are new to our firm, or a client introducing a friend, join us for a delicious meal on us, a timely market update, & meaningful conversation. Experience firsthand why we are known for our exceptional client reviews.
- WHO:
- New clients of Strittmatter Wealth (first meeting within the last 3 months)
- Current, established clients with a friend you’d like to introduce to SWMG
- WHAT:
- A fine dining lunch at the Petroleum Club of Fort Worth
- A timely market update from our financial experts
- Opportunities to ask questions and engage with our team
- Insight into how we help clients protect assets, preserve wealth, and plan to leave a legacy
- WHEN:
- Lunch reservation is from 11:30 am – 1:00 pm (dinner reservations are also available: View More Dates & Times)
- WHERE:
- WHY:
- Connect with a community of thoughtful investors and planners
- Learn about current market trends from our trusted experts
- Get answers to your financial questions in person
- Experience first-hand why clients trust Strittmatter Wealth for personalized financial guidance
- To say thank you for your business, and for trusting us with your friends and family
Want to attend but can’t make this date/time? View more open reservations for this event: CLICK HERE
This exclusive event is for new clients/current clients and new guests to enjoy some great food, connect with financial planning experts, and get a timely market update. Whether you’re exploring wealth management strategies or simply want to meet our experienced fiduciary team, this event offers valuable insights in a welcoming, personal setting. Limited availability; reserve your seat today!
Save Your Spot
Spaces for this client appreciation & referral event are limited. Don’t miss out on this chance to learn, connect, and dine with financial professionals dedicated to your financial success. Register now to secure your seat!