Committed to serving you

At Steckler Wealth Management Group, providing an exceptional level of personal service doesn’t come from some training manual, it comes from our hearts. It’s just who we are. When you become our client, our passion for helping you with all of your financial matters, needs and concerns will come across in every contact we have with you. The natural outcome is that we develop and sustain a long-term relationship as your trusted and valued financial partner – and that makes us prouder than anything. Here are the things that we feel make us different.

We offer objective advice with your best interests in mind

Our focus is planning-based, not product-based. It’s an important distinction. It means that before we even recommend any investments, we make sure it fits well with your financial plan and the personal goals you are striving to achieve. By not being limited to only offering proprietary investment products, we have access to a wide universe of investment choices. In other words, it enables us to take a very personalized approach that’s in your best interest.

Our focus is on holistic financial planning, specifically retirement planning

The holistic planning we offer encompasses far more than just managing your portfolio. Unlike investment managers, we are planners committed to addressing all the important financial matters in your life. 

Of course, one matter we deeply focus on is retirement, one of the most significant milestones in life. Even those who are years away must plan for it. Those who are near or in retirement must have a viable plan to replace their paycheck for 30 years or more at times, and consider all the areas vital to quality of life: housing, healthcare, caregiving and more. This is why in addition to traditional retirement planning, we offer longevity resources that can help you think through how you’ll live a long, fulfilling life post-retirement.

We’re emotional about our clients, but unemotional about how we manage money

As life evolves, people need a solid, long-term financial partner they can depend and rely on throughout every stage of their lives. We deeply care about our clients and their financial well-being. We spend the time to understand what’s important to you and what may be keeping you up at night.

When it comes to managing money, we know it’s best to keep our emotions in check. It is well known that investors can be their own worst enemy by reacting irrationally to swings in the market. We focus on market fundamentals and serve as a voice of reason to our clients, encouraging them to stay focused on how they are progressing toward their goals.

We always strive to only take what risk is necessary to pursue and achieve your goals. The noted economist Benjamin Graham once said, “The essence of investment management is the management of risks, not the management of returns.” We couldn’t agree more.

An experienced and credentialed team

Our close-knit, collaborative team applies more than 40 years of combined experience in the financial services industry to serving our clients.

Both Laura and Matt are Certified Financial Planner™ practitioners. CFP® certification is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.

Laura is also a Certified Divorce Financial Analyst™, enabling her to guide clients through the divorce process and envision the long-term financial impact of their proposed divorce settlements. She also has her Certification for Long-Term Care (CLTC), an important consideration for clients needing or wanting to preserve their savings and have access to a range of future care options.

Matt Perrelli is also an Accredited Asset Management SpecialistSM, giving him further insight into investments, insurance, tax, retirement, and estate planning issues.

A wealth of support

Through Raymond James, we are able to offer you access to the robust resources, research and technology of an international investment services firm while never compromising our ability to focus on what’s most important: putting your best interest first.

When you consider all these factors, we think it adds up to some very meaningful reasons to count on us to serve as your trusted financial partner.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.

We take a very personalized approach that puts your interests first.
The Steckler Wealth Management Group of Raymond James