Trust Services

Trust Matters

By creating a trust, you are taking an important step in managing your wealth and maximizing the value of your estate. Selecting a trustee or successor trustee is a decision that will determine how well your trust functions for you and your beneficiaries over the years.

Your trust is like a business organization. It holds assets, pursues clear, stated goals, and is charged with significant legal and administrative responsibilities. The trustee serves as CEO and should offer the same qualities you would seek in an executive to run a business. Among these are integrity, competence, experience, commitment, objectivity, and the ability and willingness to serve. The type of trust you establish, as well as the cost of operating your trust, should be a consideration when selecting a trustee.

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“Creating a trust is an important step in maximizing the value of your estate. Gain even more flexibility and control over your estate plan with a trust.”

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

Interested in Trust Services?

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What Our Clients Say

"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."

Richard Flores★★★★★

"It’s a very hard thing to trust someone with your life savings, we realized that to retire we really needed to know where we stood. We would not trust our money with anyone other than Josh Strittmatter and Kelly Buchfink. They have the utmost integrity and will always put you first when managing your money. They are also always available when you need them. Thank you Strittmatter Wealth Management."

Diann Franz★★★★★

"This group is completely dedicated to getting to know each individual and family and their level of what they feel comfortable investing. Whether it is extremely conservative or more toward the higher risk/higher reward strategy... they listen to each person goals and finances to invest. Good people. They also provide their cliental many opportunities for volunteer service, such as Ronald McDonald House and Samaritan's Purse and other charitable worth while endeavors. Yes, good people indeed."

John Loven★★★★★

"We have used the SWMG for the past 12-13 years and have been very happy with all of the services from Josh and his staff. They have all been very professional and do care about our success. We are now on Medicare, Social Security and a modest retirement fund and have felt very secure under their management. We feel very lucky to have found them all those years ago."

Floyd Ostrom★★★★★

"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."

Don Haake★★★★★

"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 the future. I would highly recommend Strittmatter Wealth Management Group to any or all who ask."

Martine Thomas★★★★★

"I have worked with SWMG for several years and they have done a great job for me. SWMG is very professional and has done an excellent job of managing my account. I highly recommend their services to others."

Theron Darr★★★★★

"We’ve been receiving financial advice and management from this company for several years and have every confidence that our money is being managed properly. Plus everyone is wonderful to deal with!"

Jill Kessler★★★★★

"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."

Jerry Priester★★★★★

"My wife and I have been invested with SMWG 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."

Hayden Crowley★★★★★

"Love working with SWMG! They are like family in their friendliness and thoughtfulness! But also very professional and knowledgeable! I feel very safe with my finances being overseen by them!"

Helen Haynes★★★★★

"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."

Karen Thompson★★★★★

"Really have nothing but great things to say about Strittmatter Wealth Management. They help us with any questions we have and they listen to us and they respond to our financial needs and planning. Cannot recommend them enough. You will not be displeased one bit!"

Michael Marchant★★★★★

"We are always grateful for the excellent service we receive. Everyone on staff treats us as if we are their only client. We have been with Josh & co. for around 10 years and are very happy with our ROI as well as having them as our financial advisors."

Mike Dixon★★★★★

"The interaction and response from SWMG team is phenomenal every time I have a question. They are top-notch. We could not be more pleased with their performance!"

Kent Olson★★★★★