Get Quotes Contact Us Sign In
Website
Call
As a premier financial services organization we'll supply quality financial products and services to assist empower our customers to make informed decisions. We work with businesses and individuals in developing customized solutions that are consistent with our customer's aims objectives. We accomplish this through a staff approach utilizing our Financial Specialists.
Reviews (10)
Write a Review
Luigi Fornari
Apr 20, 2022
Paula & L We have been with SWMG even before its formation, following a seminar by its founder at UTA. We chose to go with SWMG after reviewing offerings from other firms. Apart from the financial aspects, as remarkable as they are, we think that its staff is prompt, efficient, courteous, always upbeat, and a pleasure to interact with at any time.

It is the best we have seen. We have seen it grow from just a couple of people, to the complete spectrum of services they offer now. All of our inquiries are answered promptly, and suggestions related to our specific needs are offered when appropriate. We trust them not only with our finances, but also to look over our needs as our age advances. We look forward to their many organized opportunities to involve ourselves in philanthropic and social interactions, where we can meet like minded people. We recommend SWMG without reservation.
Rick Matus
Apr 19, 2022
Everyone at Strittmatter is friendly and helpful. I appreciate their thoughtful and considered advice.
Ronnie Sarratt
Mar 28, 2022
SWMG has been a blessing to our retirement concerns and needs professionally with investments that continue to grow and protect our retirement years. The complete staff is courteous and friendly and helpful with all our needs.
Paula Mower
Mar 27, 2022
The team at SWMG are knowledgeable, take time to educate clients and you always feel appreciated for your business. I've greatly enjoyed their ongoing educational experiences offered online and recorded for viewing anytime you're available. They take a wholistic approach to your financial security as they connect you with professionals who provide services not available under their business umbrella and encourage clients to take care of important securities such as long term care insurance and wills and trusts.
Les Couch
Mar 07, 2022
SWMG professionalism continues to shine. I trust them with my assets totally.
William A. Bourgeois
Feb 15, 2022
SWMG have aided me for years to get to retirement and I will be receiving checks this year providing additional funds for retirement. They have also seminars to assist me make decisions in life. Thank you for all your assistance.
Nina Bellah
Nov 25, 2021
Very pleased with SWMG's handling of our retirement accounts. They have an exceptional staff who timely attends to our needs. Highly recommend!
Marusnak
Nov 06, 2021
Strittmatter Wealth has been highly effective, efficient and thoroughly responsive to our financial needs. We recommend them to anyone searching for a financial management company.
Mike Dixon
Aug 16, 2021
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.
Kate Melton
Jan 27, 2021
My friend Margaret invited us to a dinner that Josh was hosting back in 2014 and I had no intentions of signing up but once I started talking with Josh I was hooked. Josh and the entire staff of Strittmatter Wealth are professional, knowledgeable and down to earth people. We enjoy the seminars, community involvement and fun times with the group. They are always available to answer questions. Joining Strittmatter Wealth was the best decision that we ever made as I retired sooner than I had planned.