Stromberg Wealth Management

Managing your wealth — on your terms.

Customized solutions rely on personalized understanding, and we at Stromberg Wealth Management are proud of our approach to each client as a unique individual. By developing a thorough appreciation of your circumstances, personal and financial goals, risk tolerance and time horizons, we can help you make the most of your hard-earned wealth — and protect it for those who matter the most.

With more than 30 years of combined experience in the financial industry, our team offers service of the highest calibre and integrity. Supported by our in-house tax and estate experts, we’re able to draw on top-of-the-line research and industry professionals to provide you with the most informed and up to date advice and help protect and enhance what’s important to you.

Our commitment to providing exceptional service is equalled only by our dedication to ensuring your complete peace of mind. Knowing that your investments are being diligently monitored is just the start. Our regular client meetings, transparency, and attention to detail mean that you’ll always know exactly where you stand – and that your wealth is being managed by a team you can trust.

 


 

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2020 year-end tax planning checklist
Our annual year-end tax-planning checklist is available with important updates, including tax implications of the federal government’s pandemic relief measures.
Start planning early for this unprecedented tax season. Find your checklist here.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

12 April 2021
The path to normal
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29 March 2021
Value continues its comeback
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April 2021
Investor Strategy: Another great quarter to be an investor
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