Michael Strassmann, CFP®
We Plan for All the Seasons of Your Life.
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Serving Clients Nationwide
We Plan for All the Seasons of Your Life.
Areas of Focus
- Business Owners
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Socially Responsible Investing
- Taxes
About Michael Strassmann, CFP®
Michael Strassmann, CFP® is a Senior Wealth Advisor at Seasons of Advice Wealth Management, LLC. Born in 1989, Michael has over 10 years of professional experience dedicated to advising clients on investments, estate planning, retirement planning and other financial matters.Michael has a Bachelors of Science degree from Drexel University and is currently enrolled for a Masters in Advanced Financial Planning at Golden Gate University. Michael is also a CERTIFIED FINANCIAL PLANNER™. Prior to joining Seasons of Advice Wealth Management, he was an Advanced Planner at First Republic Bank, as well as a Wealth Strategist at Lenox Wealth Advisors.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
120 West 45th Street, 14th Floor, New York, NY 10036
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above to contact us and schedule time for an introductory conversation. We'll get to know each other and listen to understand your unique circumstances so we can determine the best way to proceed. We look forward to speaking with you.Offers Investment Management
Yes
About Seasons of Advice Wealth Management
For over three decades, our team at Seasons of Advice Wealth Management has helped our clients make relevant and effective financial choices to help them comfortably and confidently build wealth. We are experienced and independent professionals who have the knowledge, inspiration and practical expertise that can make an important emotional and financial difference in your family’s financial security and success.We Plan for All the Seasons of Your Life
Ours is a unique approach to a traditional discipline. Addressing your finances according to the seasonal flow of your life — and your money — aligns with natural processes. The Seasons of Advice process has a natural rhythm, one that aligns with the way you experience life. By giving our work together a context that is constant and reliable, all financial matters receive proper consideration, so you can make more effective choices and keep your wealth-building momentum moving forward.
❄️ Winter: Goal Tracking
The main purpose of the Goal Tracking season is to analyze and discuss how we are progressing with each of your goals. This is where we recalculate where you stand, re-evaluate our assumptions and possibly re-set our strategies moving forward.
🌱 Spring: Asset Allocation
In Asset Allocation we take into consideration your risk tolerance, investment time frames etc. We then set the Investment model we will be using for the next 12 months.
🌞 Summer: Family, Security and Cash Flow Review
This season will focus on cash flow ensuring you are properly positioned for your short term cash needs. Insurance and estate planning strategies are reviewed. Additionally, we discuss intergenerational issues and employee benefits.
🍂 Fall: Tax Planning
This season is designed to make sure your taxes are organized as much as possible. We reach out to your accountant to work with us to help you make appropriate tax decisions, not only to save taxes in the current year but also for the long run.
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At Seasons of Advice Wealth Management, we are committed to helping you achieve your financial potential. Contact us today to schedule an introductory call. We look forward to speaking with you.
Education
Golden Gate University, Masters in Advanced Financial Planning, Estate Planning | Drexel University's LeBow College of Business, Bachelor of Science (BS), Finance, General
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View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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Now is the time!
Have you been putting off getting your financial house in order? I know it seems daunting, but Michael will help you with everything. He will listen to you and work with you to devise a plan and achieve your goals. I always get a clear explanation from him, and an opportunity to discuss the strategy so that I feel involved. Working with Michael is always a pleasure for me.
my experience with Michael
confidence, conveys finances simply clearly, I am satisfied
Great overall experience
Michael is very thoughtful and highly responsive. Over the years we have worked together, he has provided great insight and helped us with several meaningful estate and financial planning issues, all while providing strong returns and helping us build our portfolio and asset base.
Financial Planner/Advisor Recommendation
my husband and I couldn’t be happier with our choice of financial planner Michael Strassmann we’ve been very satisfied with how our portfolio has been managed and has grown since working with him and the Seasons of Advice Wealth Management, LLC team Michael is very responsive and always available to answer any questions or deal with any concerns you may have. I would definitely recommend him if you are looking for a financial advisor.
Confidence
I am very pleased with SOA. I have been a client for over twenty years. At meetings and discussions with Michael, my financial advisor, he is always very thorough in explaining the details of transactions and in advising and guiding me towards reaching my goals. The support staff is very helpful and responsive as well. I am very confident in being a client of SOA.
Make money with Michael
After our previous advisor retired, we were introduced to Michael who was taking over and it’s been a pleasure working with him. Whenever we need anything, he responds to myself or my wife timely and he’s always willing to help. We trust him with our investments and whatever decisions the firm makes. Over the many years with SOA, our portfolio continues to grow . Being older our portfolio is more conservative. When the market goes down, we don’t take the same hit and when the market goes up, we don’t go up quite as much but either way we also go up. We would wholeheartedly recommend using Michael Strassmann and his firm Seasons of Advice.
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