Heidi Strauss, president and co-founder of Strauss Financial Group, Inc., provides wealth management and investment consulting for clients. She entered the profession in 1984 after realizing how little emphasis was being devoted to women and their financial security.
“Finance and business were skills that came naturally to me, and I wanted to share my knowledge in a simple and understandable way with other women. After obtaining a business degree, I joined a brokerage firm consisting of 22 men and myself,” she said.
Strauss preferred to focus on solutions for clients rather than the sales centered focus that the brokerage firm expected. As a result, she opened her own firm in 1988 and developed an independent fee-based financial advisory business that put the client first.
She has since helped many clients reach their financial goals.
“Creating and preserving wealth for generations is our mission, and we strive to do this by offering objective, personalized financial advice,” she said. “With 31 years of experience, I have dealt with almost every financial situation and strive to be the trusted adviser and resource person for my clients when financial questions arise.”
Strauss is inspired by the personal relationships and trust that she has developed over the years and the financial benefits created by proper planning.
“I get great personal satisfaction when I help a client retire early with financial security, guide a widow through the transition of losing her life partner or help create enough assets to pay for college. These are the tangible results of my efforts, and to be able to create peace of mind and eliminate stress is extremely rewarding.”
