Products & Services
As a Financial Life Management firm, we strive to support you in any area where your life and finances intersect. As such, we provide assistance in the following areas:
Investments
Investment Philosophy
We seek to maximize our clients' risk-adjusted returns, taking into consideration your risk tolerance, investment time horizon, and goals, through the following strategies:
- Appropriate asset allocation, using multiple asset classes and employing periodic rebalancing;
- Employing best-in-class investment vehicles within each asset class; and
- Helping our clients refrain from making knee-jerk, emotional decisions regarding their investments.
Investment Vehicles
We utilize a wide variety of investment vehicles in client portfolios including, but not limited to, exchange traded fund (ETFs), mutual funds, individual stocks and bonds, publicly traded REITs, and alternative investments.
We also have access to a comprehensive slate of Socially Responsible Investment vehicles (also known as ESR, or Environmental, Social, & Governance), if considering both financial return and social good is of importance you.
Financial Planning
Our financial planning program is comprehensive and collaborative with your other advisors so as to leverage all of the specialized expertise available to you. Each module / analysis includes related, relevant educational materials and discussion. Your comprehensive program may include the following:
- Statement of Financial Position
- Financial Independence (Retirement) Analysis including Social Security strategies
- Tax Planning, in collaboration with your tax accountant or CPA
- Education Planning
- Estate Planning, in collaboration with your estate attorney
- Insurance Planning, in collaboration with your insurance agent
- Contingency Risk Analysis, in collaboration with your insurance agent
- Employee Benefits Analysis, in collaboration with your company's HR benefits manager
Additional Resources
Not sure what type of mortgage to take out on your new residential purchase? Are you wondering if it makes sense to do a Roth conversion this year? Are you contemplating whether to use your bonus to pay down your mortgage or save for a vacation home?
These are the types of decisions that clients face every day that may leave you wondering where to start. As a client of Strohm Wealth, start with us! We'll do our best to work with you to analyze your situation and develop a workable solution. And if we can't help you directly, we'll work with you to find the appropriate resources to solve your problem.