A good philosophy should start with a solid mission. Ours is “meeting your objectives and exceeding your expectations.” These are not just words…
Meeting your objectives… Droms Strauss Wealth Management takes a comprehensive approach to investment management with investment selection grounded in modern portfolio theory. We subscribe to the view that asset allocation is, by far, the primary determinant of long-run portfolio performance.
Exceeding your expectations… Our focus is on all aspects of your financial well-being. To receive the most value from working with us, tap into us as the “Chief Financial Officer” for your family. Wealth management clients receive access to invaluable advice, planning and ideas on virtually all types of financial matters. Just ask.