strittmatterwealth
We are seeking an experienced and detail-oriented Paralegal to support our estate planning practice at Strittmatter Wealth Management Group. This role involves preparing estate planning documents, managing case files, and coordinating client communications to ensure a smooth planning and execution process. The ideal candidate is organized, proactive, and comfortable working in a fast-paced professional environment.
Headquarters
Fort Worth, Texas, United States
Company Size
1-10 employees
Founded
2007
Strittmatter Wealth Management Group is a wealth management and financial planning firm that helps clients by taking a holistic view of their finances. They start by looking at the client’s entire financial picture and then place the right pieces in place to work toward individual goals. The firm provides comprehensive guidance for individuals and families across retirement planning, saving, investing, and ongoing wealth management decisions. Their approach emphasizes personalized, proactive planning to keep a financial strategy aligned with changing needs and circumstances.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for strittmatterwealth.
9% below the average for this role