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Products & Services

At Strauss Wealth Management, we provide assistance in the following areas:

Investments

  • Mutual Funds
  • Exchange- Traded Funds
  • Common Stocks
  • Bonds: Corporate, Government & Municipal
  • Unit Trusts
  • Advisory Solutions Programs
  • Traditional IRAs
  • Roth IRAs
  • Brokerage Accounts
  • Trust Accounts
  • College Savings: 529 Plans & Coverdell Accounts
  • Annuities
  • Government Securities
  • Certificates of Deposit
  • Alternative Investments

Business Retirement Plans

  • 401k Plans
  • 403b Plans
  • 457 Plans
  • Profit Sharing Plans
  • SEP IRAs
  • Simple IRAs
  • Defined Benefit Plans
  • Money Purchase Plans

Insurance

  • Term Life
  • Permanent Life
  • Long Term Care
  • Disability Income

Services

  • Portfolio & Retirement Plan Reviews
  • Retirement Plan Rollovers & Consolidation
  • Investor Education Programs & Workshops
  • Retirement Planning Software
  • Estate Planning
  • Financial Calculators
  • Systematic Reinvesting Programs
  • Systematic Monthly Investing Programs
  • On-line Account Access