Matthew D. Strutzel, AAMS®
Founder / Managing Partner
Matthew D. Strutzel, AAMS is the Founder and Managing Partner of Strutzel Family Wealth Management. Matthew's roots in the financial services industry began early in life when he started working under the guidance of his father David, learning about investing and markets while at Lake Park High School in Roselle, IL. He continued this apprenticeship throughout college, working summer internships at A.G. Edwards before becoming registered in 2004. In 2007, after Wachovia Bank announced acquisition plans for A.G. Edwards, both Matthew and his father moved to Raymond James and spent over 13 years expanding their client-focused, family business.
In September of 2021, Matthew and his father announced the creation of their own independent firm, Strutzel Family Wealth Management. As truly independent, Strutzel Family Wealth Management may offer clients more options and even greater access to opportunities in the financial markets. It was crucial for Dave and Matthew to find a partner that was just as client-focused as their family team was, and one that gave them the tools to best service clients and their families. After an exhaustive due diligence process, the new family firm chose to associate with one of the most robust and industry-leading broker-dealers in Cetera Advisor Networks. Combined with their new partners, Strutzel Family Wealth Management can provide clients an elevated level of wealth management services and a heightened commitment to helping families pursue their investment goals.
Matthew completed his Bachelor of Arts degree at Bradley University in Peoria, IL. While attending school there, he played four years of collegiate ice hockey for the Bradley Braves. In addition to being a student-athlete, Matthew was an active member of the Sigma Alpha Epsilon fraternity where he was elected to serve one term as vice-president. Today, Matthew enjoys being active in his community and currently serves as an Elder at St. John Lutheran Church in Wheaton, IL. Matthew resides in Wheaton with his wife Rachel, and their five sons Drake, Charlie, August, Maddox and Beckham and their two daughters Esme and Remy.
As part of a multi-generation father and son family firm, Matthew understands just how important it is to be attentive towards each family's personal objectives. He believes that just as families are distinct and no two are identical, their investments and financial planning should be treated the same - uniquely special and customized just for them. Implementing personalized portfolio roadmaps for families can be especially important when building a retirement income plan that has the potential to last several decades. Matthew strives to have a deep understanding of each client's goals, time horizon and risk tolerance so that through proper asset allocation, portfolio risk management, and ongoing monitoring of client plans, he can provide guidance to help families pursue their investment goals from one generation to the next.
Senior Investment Executive offering securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.