Strittmatter Wealth Management Group

Strittmatter Wealth Management Group

Strittmatter Wealth Management Group was founded in 2007 in Fort Worth by Josh W. Strittmatter, who serves as CEO and CIO. The firm has grown from a solo advisory practice into a multi-discipline RIA serving individuals, families, business owners, and retirees. Strittmatter operates on a fee-based model and has publicly committed to a fiduciary standard, stating it carries no proprietary products. The wealth origin of the firm is not tied to a disclosed family enterprise; rather, it is the professional-services practice built by Strittmatter himself. The firm positions its strategy around comprehensive financial planning delivered by a collaborative in-house team that includes CERTIFIED FINANCIAL PLANNERS, a CFA charterholder, and a CPA. Services span retirement planning, estate planning, investment management, tax strategies, and business-planning for owner-operators — the firm trademarked 'Strittmatter Business Planning™' as a distinct offering. Its client engagement is built on financial-education programs that range from college courses and a radio show to corporate workshops and client events in the Fort Worth area. Strittmatter’s deployment is focused on individual portfolio construction rather than institutional private-market commitments; the firm uses tools such as Riskalyze for risk assessment. Strittmatter has expanded its professional footprint through a series of career-path programs — including an 'Advisor Apprenticeship Program™', a 'Lead Advisor Career Path™', and an 'Advisor Retire Program™' — suggesting a focus on succession and team retention. The team page lists roughly 20 professionals spanning advisory, tax, and client-service roles. The firm describes itself as experiencing 'record growth' and is recruiting for multiple positions, consistent with an RIA scaling its wealth-management bandwidth within the Dallas-Fort Worth market. Structurally, Strittmatter’s differentiator is its explicit prohibition of proprietary investment products, paired with an educational funnel that brings prospects into a fiduciary relationship. The firm runs a weekly radio show, publishes free financial-planning guides, and maintains a public calendar of seminars and client dinners, making it a community-centered RIA rather than a closed family office or an institution chasing external LP capital.