Our 37 Years Of Experience

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

– Mike Sztrom, CFP®

  
   *Disclaimer: Index performance is provided as a benchmark but is not illustrative of any particular investment. You cannot invest directly in an index. The S&P 500 index is an unmanaged index consisting of 500 stocks and is designed to form a representative sample of the US stock market. The S&P 500 index is often used as a benchmark for U.S. equity portfolios. It includes dividends and distributions, but does not reflect fees, brokerage commissions, withholding taxes or other expenses of investing. Additionally, there is no fixed income component within the index. This data is provided to you for information purposes only and does not constitute a recommendation to buy or sell any security. All securities investing involves the risk of loss. Past performance is no guarantee of future results. There can be no assurance that any strategy, fund or investment program can meet its stated objectives. Actual results of individual accounts and products utilizing Sztrom Wealth Management strategies will vary due to client cash flows, timing of implementation, different custodians, the availability of underlying investments, regulation, and other factors. Small accounts may perform below larger accounts due to the greater impact of transaction costs. Although this data is derived from information we believe to be accurate, we cannot guarantee its accuracy.