Wealth Management

Wealth Management

In the simplest terms, Strassman & Associates looks at wealth management as a disciplined, attentive approach to implementing investment strategies that incorporate financial planning, investment portfolio management and the oversight of a number of aggregated financial services. What does this mean to you? Greater financial confidence, less anxiety about protecting and growing your financial assets and the sure knowledge that you have a trusted advisor as your Personal Financial Advocate guiding the way through an often uncertain future. We really do make it easier for you to focus on the important things in life.



 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck