Wealth Management
At Strothman and Company, our CPAs team with investment professionals to gain a comprehensive understanding of your financial situation and related goals. As part of our services, we’ll offer you a customized Financial Plan to provide specific feedback and recommendations to help you reach and surpass your goals efficiently.
At Strothman and Company, our investment philosophy is to use a variety of asset classes and investment strategies to minimize downside risk, increase diversification, and reduce volatility. Our focus is to listen to clients’ goals and objectives and recommend appropriate strategies.
Wealth Management Segment Leader
Ryan Antepenko
AIF Financial Advisor
Strothman Wealth Care
We start with understanding. As your wealth management advisor, our team listens to your goals and objectives, gaining a comprehensive understanding of your financial situation. Then, we bring together a variety of asset classes and investment strategies to help you prepare for the future and pursue life’s opportunities, while navigating challenges along the way.
Benefits of Strothman Wealth Care
Team Approach. Strothman and Company CPAs team with investment professionals to gain a comprehensive understanding of your financial situation and related goals.
Integration with Tax Planning. Having a CPA involved with investment choices enables integration with tax planning and assistance with tax-efficient investing strategies. We help build investment portfolios that are specifically designed to lessen the impact of income taxes.
Ongoing Retirement Projections. As part of our services, we prepare an initial Financial Plan answering the question – “Will I have enough money when I retire?” We update this plan periodically to make sure our clients are on track.
Wealth View. Wealth View is as a comprehensive software application that offers instant access to all accounts (not just ones with us) and monitor net worth on a daily basis. This software also allows for the preparation of investment analysis and projections. It also includes a “vault” for safekeeping of important documents such as Wills, Trusts, insurance policies, etc.
Risk Adjusted Portfolio. Our objective is to calculate a target rate of return and to build a portfolio that meets your overall goals as safely as possible.
Downside Protection Strategies. Depending on level of risk, our investment recommendations will include strategies to minimize downside risk.
Social Investing. We can avoid investments in companies that are inconsistent with our client’s moral values. Screening categories include adult entertainment, alcohol, gambling, bioethics, firearms, nuclear power, among others.
Tax Return Preparation. For clients with investments under management over a certain threshold, we offer a credit towards their tax preparation fees.
