Strittmatter Wealth Management Group, LLC

My wife and I worked with Strittmatter Wealth Management Group (SWMG) to create our estate plan after attending their seminar in April, and we couldn’t be more pleased with the experience. Our advisor, Kelly Buchfink, and the entire team have been fabulous to work with. They made the process smooth and enjoyable, and we truly appreciate their professionalism and guidance. We highly recommend SWMG to anyone looking for financial and/or estate planning services!

We are loving our relationship with Strittmatter Wealth Management Group. We always feel comfortable and heard. Our advisor is extremely knowledgeable and client focused! Terry and Karon Jones

My husband and I went through several financial advisors prior to landing with Josh Strittmatter. He left the firm at which we met him and started his own business. We of course, transitioned with him. It is wonderful to have our investments with a firm that is knowledgeable, professional, and treats us as they would treat their own family. Our investments remain as secure the day we put them with Strittmatter as they are now. The personalized service they deliver provides us all the information we need to make good decisions.

I was referred to Strittmatter from a friend and I’m really glad I was. Stewart was extremely helpful in providing knowledgeable insight for future planning. Would highly recommend getting partnered with one of there associates.

Entering year 2 with SWMG after moving on from another wealth advisor. Smooth transition. Extremely detailed and professional organization. Delighted with my interactions with the SWMG team to date.

I have been a client for SWMG for years . I normally do most of my meetings on Zoom but I had the opportunity to come into the office. Yesterday . Not only does the staff up front make you feel special. I’m so happy that my husband before he died made the decision on SWMG taking care of our finances . They are professional, knowledgeable and a friendly staff. Dolores Cruz

I have always been skeptical of money managers and my money. It takes a lot to earn my trust. It takes a lot for me to believe with conviction. They checked all my boxes. I believe in the Strittmatter Wealth Management Group.

Another great financial planning review with the SWMG team! Absolutely first class experience, performance, and explanations. Even better folks to work with! Very knowledgeable across multiple disciplines, with guidance and other professional contacts for specialty needs like Medicare/Medigap.

Strittmatter Wealth Management- not investments...wealth management. Professional, friendly and charming people that they intelligent investment of resources generate lifestyle returns to support the needs, wants and desires I want.

SWMG and specifically our advisor, Kelly Buchfink, take a highly complex task and guided us through the process. We had put Estate planning off for years because of fear to undertake the task. SWMG processes have made all of the preparation very easy and understandable. Would highly recommended SWMG for your Estate Planning.