How We Work

From the very beginning at Strassman & Associates, we have made it our goal to develop life-long partnerships with our clients. We focus on personal relationships that foster a deep connection with you which enable us to fully understand your concerns, motivations, and goals. We often tell people that the investment part is easy, what is difficult is developing the trust and intimacy with clients that reveal their true concerns and aspirations. At the end of the day, we want to be able to transmit greater satisfaction and confidence to our clients regardless of market conditions and economic cycles.

To be that trusted advisor working on your behalf as your Personal Financial Advocate we have to work a little differently than other firms. Here are some of the questions we are frequently asked, and a brief explanation of how we are different:

S&H How we Work

? How do I know if Strassman & Associates can help me?

You won’t know until we’ve had the opportunity to meet. The relationships we have are built on mutual trust and realistic expectations. We cannot be all things to all people, but we can be all things to some people.

? Can Strassman & Associates work with an existing portfolio?

Yes. The only time we make changes is when your existing portfolio does not support your financial goals.

? How is Strassman & Associates compensated?

Depending upon your situation, the financial professionals at Strassman & Associates are compensated in the following ways: traditional commission, fee-based on assets under management, hourly consulting and referrals.


? What makes Strassman & Associates different from traditional Investment firms?

Strassman & Associates is committed to providing you the Personal Financial Advocate you deserve, with carefully reasoned financial guidance that seeks to turn your life aspirations into financial realities. To personally experience what makes partnering with Strassman & Associates so unique, give us a call. We would love an opportunity to visit with you about your financial concerns and aspirations and share how Strassman & Associates clients have gained confidence in their financial legacy.


Now that you know a little bit more about what makes Strassman & Associates Wealth Management distinctive, we would love to get together to learn about your goals and desires and figure out what specific steps might make sense for your unique situation. Give us a call today and we’ll join you for a cup of coffee to find out if we would be the right fit for you.