Client Experience

Your Financial Security Matters

Our clients come first in all that we do.

At Strittmatter Wealth, we take immense pride in delivering an unparalleled client experience that goes beyond mere satisfaction; it’s about forging lasting relationships built on trust, excellence, and genuine care. Our commitment to your journey begins the moment you choose us as your partner. From the initial consultation through the planning process, our dedicated team is here to ensure that your needs are not just met but exceeded at every step.

We believe that exceptional client experiences are rooted in clear communication, transparency, and a deep understanding of your unique goals. Our experts are not just industry professionals; they’re your collaborators, guiding you through the process with expert advice and innovative solutions. We listen attentively to your vision, ensuring that every project is a reflection of your aspirations, tailored to your specific requirements.

But it doesn’t stop there. We are dedicated to fostering an ongoing relationship that extends well beyond the completion of a project. Our commitment to your success continues through ongoing support, proactive communication, and a willingness to adapt to your evolving needs.

At Strittmatter Wealth, your satisfaction is not just a goal; it’s our promise. We invite you to experience the difference of working with a team that is as passionate about your success as you are.

Join us on this journey, and let’s create something extraordinary together. Your vision, our expertise—unleashing limitless possibilities.

Strategies Guided by Your Goals

We start by helping you identify your goals and evaluate where you are relative to those goals. Then, we evaluate your options and recommend strategies to assist in getting you where you want to be. But we don’t stop there. We help you implement the recommendations. Finally, we continually monitor your financial situation to ensure you remain on track towards your financial freedom.

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“We have spent years perfecting our client experience and we’re really proud of what we’ve done. We strive to get better every day. One of the things we excel at is communication. We think that communication is the key to every relationship, so we work really hard to communicate well with our clients.”

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

Six Key Areas of Your Life

When going through the financial planning process, we focus on the six key areas of financial planning. These areas become more complex as your life becomes more complex. Therefore, we review these areas annually to find out what strategies can be used for your situation.

  • Determine your current financial situation.
  • Create Net Worth statement, cash flow statement, and financial ratios.
  • Begin tracking and monitoring.
  • Identify your insurance needs.
  • Review existing policies.
  • Eliminate or implement policies where gaps are present.
  • Determine goals: college, investment property, second home, etc.
  • Identify timeline and funding sources.
  • Implement savings plan and allocate investments.
  • Assess your current taxes.
  • Identify opportunities to save on taxes.
  • Implement a tax minimization plan for future years.
  • Define your retirement goals.
  • Identify gaps and create a plan of action.
  • Implement plan and allocate investments accordingly.
  • Define your estate planning needs.
  • Review existing legal documents.
  • Create and implement your comprehensive estate plan.
Client Experience - Six Key Areas of Your Life
Client Experience - Your Personal Financial Website

Your Personal Financial Website

Your personal Financial Website serves as a secure, up-to-date window into your entire financial world accessible to you at any time from anywhere with an internet connection or mobile device. Unlike online banking, online shopping, or bill pay, our system is non-transactional.


  • Accounts Updated Daily: All your financial account balances (including bank, 401(k), etc.) are updated daily and accessible all in one view.
  • Multiple Report Options: Choose from over 50 reports to monitor and track your finances.
  • Budgeting Tools: Easily track your spending and monitor your progress toward reaching your goals.
  • Digital Cloud Vault: Secure storage and transfer of your financial documents.
  • Daily Net Worth Updates: Your net worth is calculated and updated daily.
  • Goal Tracking: The ability to enter your financial goals and track progress towards them.
At Strittmatter, YOU matter.

What really matters is that you're here.

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