The best way to stay on course toward achieving your goals, no matter what the markets may do, is to always expect the unexpected and prepare accordingly.
For more than 35 years, the Sztrom Wealth Management team has been guiding affluent clients and their families through periods of market opportunity and stress. Our philosophy is simple: We love helping our clients succeed – and though we do not know with complete certainty what the markets are going to do next, we believe the best way to improve your odds of success is to expect the unexpected and prepare accordingly. Our approach is equally straightforward – a trusted relationship, a comprehensive planning and sensible risk management. We’ve built our practice around these fundamental principles as we believe they are the key to helping you pursue your goals with greater clarity and ease.
Whether your needs involve multigenerational estate planning, the transfer of a family business or tax-efficient retirement income planning, we’ll deliver a disciplined strategy and the dedicated service and attention to see it through. Over time, we’re certain our knowledge and experience will strengthen your confidence in us and provide you with more freedom to focus on the rest of your life.