Why Strassman & Associates?

When people ask us what makes Strassman & Associates Wealth Management different than other financial consultants we tell them, “It’s our conviction that you deserve a Personal Financial Advocate grounded in our commitment to protect your family’s future by growing your living legacy.” In sharing these thoughts, we hope it will help you decide whether we are a good fit for you and your family.

Our Clients Receive

  • A professional confidant to share your aspirations and concerns, and a long-term relationship that becomes increasingly attuned to your interests.
  • Insights on investment options and strategies aimed at preserving and growing wealth.
  • Assistance towards gaining comfort and security of control over your financial legacy and future.

Our Ideal Clients

  • Are people who have accumulated a comfortable amount of wealth, and are thinking about longer-term issues of their legacy – preservation, taxes, family and estate planning.
  • Appreciate an on-going relationship that regularly fine-tunes a structured plan of action, and proficient attention to detail in executing the plan.
  • Understand the value of financial services and prefer the transparency of a fee based relationship.

If this sounds like a relationship you’d like to explore further, we invite you to meet with us. Together we can decide what specific steps might make sense for your unique situation. We’ll help you determine how to proceed in a way that leaves you in charge of your financial direction while we handle the details to bring it to life.

Let’s Connect & Start Building Your Legacy!