Our Services

Quality Services Matter

As one of the leading independent wealth management groups in the nation, we are a fee-based firm specializing in Retirement Planning, Estate Planning and Investment Management. 

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. 

SWMG has been recognized as a 5-Star Wealth Manager* for four years in a row, and has been showcased in the “Faces of Fort Worth” in Fort Worth Magazine for 2018 and 2019. 

Comprehensive Planning Areas

Over the years, we have fine-tuned our suite of complementary services designed to provide you with the best holistic financial planning experience in the industry.

Families and Individuals Services - Home

Families and Individuals

Our mission is to help our clients achieve their financial potential and create generational wealth. We do this by focusing on comprehensive, ongoing planning that covers all areas of life, and by providing unbiased and expert advice. From Annuities to Wills, we offer services to cover every aspect of life so you can have peace of mind.

Business Planning Services - Home

Business Planning

Strittmatter Business Planning™ provides business education and strategic planning services for small to midsize companies to help them reach the next level of growth and to become Sell-Ready. By overseeing and managing the process, we ensure that your business will receive the best advice and services to help you achieve your goals.

Companies Services - Home

Companies We Serve

We make it our mission to become experts in the various retirement packages of key successful businesses. With this information, we have made ourselves an invaluable resource, providing you with tools to make smart financial decisions. Our offerings include free guides, webinars, consultations, and so much more.

“We strive to provide a higher level of expertise and customer service. At the end of the day, our overall goal is to give our clients a safe place to hang their hat for years to come, as well as future generations of their family.”

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

Client Experience

We take the time to truly listen and understand what you want out of life, for yourself and for your family. We believe that a successful financial plan starts with looking at the whole picture, and then putting the right financial pieces in place to work for you.

At Strittmatter, YOU matter.

What really matters is that you're here.

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