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Lead Financial Advisor
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Full-time
- 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.
- Assist paraplanner team in preparation of financial plans using eMoney and other financial planning software
- Assist paraplanner team in creation of customized financial recommendations
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