To us, it’s personal
Helping people is what we do!
At Strodtman Wealth Management, we actually got into this business to help people. We help people manage their finances, prepare for the unexpected, and help them protect their families.
One way we help people is by listening to them and genuinely understanding their hopes, fears, and goals. At Strodtman Wealth Management, we don’t look at a prospective client profile and decide what we’re going to do for them. We don’t have preconceived ideas and formulas for helping people with their money. We take the time to get to know our clients and create a customized, personal, flexible, and manageable plan for today, tomorrow, and many years to come. It’s what sets us apart from many other wealth managers, and we’re very proud of that.
Planning Comes First
It’s impossible to overemphasize the importance of thoughtful, meticulous planning when it comes to preparing for the unexpected and setting yourself up for long-term financial success. At Strodtman Wealth Management, we work closely with you to carefully assess your current situation, factor in your goals, and make a comprehensive plan for growing and protecting your wealth. From investment planning to risk management to estate planning, we’ll cover everything, so you’ll be prepared for anything.
Hard Work is Everything
Call it what you will: determination, focus, showing up, following through. In the end, it’s all work and what we must do, day in and day out, to achieve our objectives. Even if by work we mean skipping a vacation to boost your savings account, working an extra year or two to achieve your retirement income goals, or simply sticking carefully to your financial plan. At Strodtman Wealth Management, we’re here to give you the tools, guidance, and support you need to do the work.
Good Decisions Are Critical
You can create all the plans in the world, but they’re useless if you don’t make good decisions along the way. That said, at Strodtman Wealth Management, we’ll work with you to devise carefully crafted plans and also be by your side to help you make good decisions. Because again, life will change. Plans will change. But consistently making good decisions will help keep you on track to achieve your goals
Patrick Strodtman, CFP®
Founder, Wealth Advisor
Rick Wedell
President & Chief Investment Officer | RFG Advisory
Rick Wedell joined RFG Advisory as Partner and Chief Investment Officer (CIO) in 2016. As CIO and leader of RFG’s Investment Team, Rick manages multi-asset portfolios and provides strategic insights on asset allocation and portfolio ...
