Welcome to Sztrom Wealth Management, Inc.

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.

Financial Planning

We offer comprehensive Retirement planning, Tax planning, Investment planning, Estate planning, Cash Flow planning, Business succession planning, and Charitable gifting strategies.

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Estate Planning

We work with you, while you are still alive, to arrange for the disposal of your estate when you are no longer around.

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Investing

Risk management is critical – are you assuming too much risk?

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Retirement Planning

A detailed Retirement Analysis should reveal if your goals are realistic.

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Negotiating Financial Markets For Over 35 Years

Sztrom Wealth Management, Inc. has been negotiating the financial markets since January 2, 1981.

“We provide the solutions to your exclusive needs, goals, objectives and risk profile based on more than three decades of experience navigating various market boom and bust cycles.”

– Mike Sztrom, CFP

Financial News & Resources

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