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Financial Advisor
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- Are you a veteran advisor with a track record for attracting and providing advice to high net worth clients ?
- This extraordinary person would be extremely personable, charming, a natural teacher and a dynamic speaker/presenter.
- Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high net worth clients and business owners.
- What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers.
- Manage the financial planning process from start to finish for each client including:Prepare financial plans using eMoney and other financial planning softwareCreate customized financial recommendationsPrepare investment recommendationsPresent recommendations to clients
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