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 37 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.
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.
Services
Most clients have a long-term investment horizon, but only a short-term tolerance for risk. That's why we view ourselves as risk managers, first and foremost. Our relationship with you begins with an in-depth discussion. We want to uncover all critical information that impacts our understanding of you, your needs and priorities.
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.
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