Company

Strauss Wealth Management was founded with the goal of assisting our clients in building, managing and preserving their wealth. We are an independent financial services firm providing objective guidance and planning strategies to individuals, families and business owners. By providing the most personalized service available, we strive to help our clients create financial stability and security for a future of dignity and independence.

We involve our clients in a "hands on" educational approach to financial guidance. Whether you are just beginning to establish a financial foundation, continuing to build your net worth, taking distributions in retirement, or looking to preserve your net worth, we provide an objective review of your personal or business situation, discuss your goals and objectives, identify needs, and make appropriate recommendations customized to those needs. By providing independent objective advice and personalized service, our clients discover that we truly care about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Founded on the principles of honesty, trust, independence, and experience, we build long-term relationships with serious long-term investors. The understanding of one’s current financial situation is vital to successfully making prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (978)-465-4000.