Josh Strittmatter

President, Managing Principal

Value Proposition

Josh Strittmatter is one of the leading Independent Personal Wealth Managers in the industry. His unique value proposition is a common sense strategy to planning and investing which focuses on each individual client’s goals and dreams. Josh knows that every situation is different and tailors his clients’ financial plans to their unique situations. Because Josh utilizes some of the best financial planning tools in the industry and has a team of professional consultants to help advise, his clients can rest assured that they are getting the best advice available. Josh is an “Independent” advisor which allows him to offer access to any investment or insurance product available and is not limited to proprietary company products. Whether advising on family trusts or complex stock options, Josh excels at any planning challenge. Josh has developed the “CSI System” to investing, one of the most advanced investment strategies in the industry which utilizes active portfolio management and low cost investment options. Josh specializes in retirement planning, risk management and investment management for his clients.

Background

Josh graduated Cum Laude from the University of Texas at Arlington with a Bachelors degree in Businesses Administration, majoring in Finance and minoring in Accounting. Prior to forming Strittmatter Wealth Management Group, he was an Ameriprise Financial Advisor and the Training Coach to new advisors, as well as the Insurance Specialist for an office of forty advisors. He is qualified with FINRA to offer access to securities and licensed to offer insurance in several states. He is President and owner of Strittmatter Wealth Management Group and is co-owner of Collaborative Wealth Management, Inc. a Registered Investment Advisor. Josh offers access to investments through LPL Financial, the nation’s leading Independent Broker Dealer.*

Personal

Josh lives in Azle, Texas with his wife Jamie and 3 daughters Sara, Holly and Julia. They are active in their church and in their community. Josh enjoys spending time with family, reading, fishing and golfing.

Motto

“I believe that I can make a difference in my clients’ lives by educating them on their options so that they can make well informed decisions. I was raised to believe that the customer comes first, and I am here to serve.”

Areas of Specialty and Examples
Cash Management
Net Worth
Workplace Benefits Planning (Stock Options, Qualified Plans and Group Benefits)
Advanced Protection Planning (Disability, Life, Long Term Care and Annuities)
Education Planning (529 Plans, UTMAs and Coverdale IRAs)
Retirement Planning (Monte Carlo, 72T, Pension Flex)
Retiree Planning (Income Strategies, RMDs and Health Needs)
Investment Management (Advisory and Brokerage)
Tax Advantaged Investment Planning (Marginal, AMT, Capital)
Advance Estate Planning (Planning Trusts, Legacy Planning and Charitable Gifting)
Business Planning (Qualified Plans, Buy Sell Agreements and Group Insurance)
Seminars for organizations and businesses on financial topics as well as workplace benefits

*based on total revenues, as reported in Financial Planning magazine, June 1996-2007

Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC. Financial Planning offered through Collaborative Wealth Management. Collaborative Wealth Management is not affiliated with LPL Financial.