Great people, extremely knowledgeable and well organized. Have wonderful tools to help you manage your finances

We recently began working with SWMG for will planning. They were so helpful and answered all our questions and even made excellent and useful suggestions. We are very pleased with the results of working with SWMG.

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.

A great team, fun to do business with and they are always sharing their investment wisdom for success! Thank you!!

I am very pleased with the level of care that Strittmatter Wealth has provided for my Mother. My Mom is on a modest income, and they patiently work with her to meet her needs. She has worked with them for over 5 years and feels extremely secure.

We met Josh at a Retirement seminar at UTA. My wife and I were in our late 50’s at the time. We had retired from the military and didn’t have a lot of money for retirement but were still both working full time. Josh gave us some great advice on how to invest the little monies we had and how to build on our savings. We decided to let Strittmatter Wealth Management Group (SWMG). Manage our retirement, and are we glad we did. Josh and his team are great to work with. They listen to what your goals are and give you a plan on how to get there. The past several years Kelly has been our financial advisor and has done a great job of communicating with us. And seeing that or needs are met. I recently lost my wife and the SWMG Team was outstanding, they walked me through everything that needed to be done to ensure all our finances were in line after her passing. The Team was caring and concerned about me and my family and Kelly contacted us on several occasions to ensure every thing was going as planned. They are part of my family. If you need financial planning assistance these are the people to see. I would highly recommend them to handle anyone’s retirement planning and financial management. Couldn’t find a better company to work for You. Don B. a happy Retired Client.

Have worked with Josh's team since I retired 4 years ago and it has been a good choice. We love the professionalism, knowledge and friendliness of the team. always looking forward to our bi-yearly face to face meetings where we gain a reassurance that our accounts are in good hands and the decisions for eventual changes are taken to the best of our interest.

It is reassuring to have the SWMG financial experts managing our 401K investments to ensure we are on the best track given our desired growth, so we don't have to guess at how to invest ourselves in these uncertain times. SWMG provides a useful tool which is the eMoney application where we can link all our financial accounts, enter estimated income and expenditures, and obtain a comprehensive picture of our personal finances. It also offers an online vault for secure storage of documents. The personal advisor meets with us annually so we can keep everything relevant to our current situation and is available anytime when questions arise.

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.

Very professional and attentive to detail! Kelly is an excellent and really makes us feel confident that our accounts are in good hands.