About SWM
William Streff is the owner and president of Streff Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® with over 30 years of experience in the financial services industry. He is also a Certified Employee Benefit Specialist as designated by the Wharton School of Business at the University of Pennsylvania. This background makes him uniquely qualified to provide retirement and investment planning services to individuals and institutions.
Bill has a BA in Business Administration from Briar Cliff University in Sioux City, Iowa. He lives in Urbandale, Iowa with his wife, Cindy, where they keep tabs on their three adult children, Jennifer, Haley and Samantha.
Streff Wealth Management is an independent, fee-only financial planning firm in Johnston, Iowa. We strive to increase our clients’ probability of financial success using strategies that eliminate the unnecessary and often hidden costs of investing.
Streff Wealth Management acts as a fiduciary, and is therefore required by law to act only in the best interest of our clients. This is the highest standard of care required, and exceeds the less stringent suitability standard followed by non-fiduciary financial services firms.
The fiduciary standard we follow has five principles:
- Put the client’s best interest first
- Act with prudence; that is, with the skill, care, diligence and good judgment of a professional
- Do not mislead clients; provide conspicuous, full and fair disclosure of all important facts
- Avoid conflicts of interest
- Fully disclose and fairly manage, in the client’s favor, unavoidable conflicts
Abiding by this fiduciary standard, and coupled with over 30 years of experience in retirement, investment, and employee benefits, we are uniquely qualified to help individuals and groups in making decisions to help achieve financial goals.
William Streff is the owner and president of Streff Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® with over 30 years of experience in the financial services industry. He is also a Certified Employee Benefit Specialist as designated by the Wharton School of Business at the University of Pennsylvania. This background makes him uniquely qualified to provide retirement and investment planning services to individuals and institutions.
Bill has a BA in Business Administration from Briar Cliff University in Sioux City, Iowa. He lives in Urbandale, Iowa with his wife, Cindy, where they keep tabs on their three adult children, Jennifer, Haley and Samantha.
Streff Wealth Management is an independent, fee-only financial planning firm in Johnston, Iowa. We strive to increase our clients’ probability of financial success using strategies that eliminate the unnecessary and often hidden costs of investing.
Streff Wealth Management acts as a fiduciary, and is therefore required by law to act only in the best interest of our clients. This is the highest standard of care required, and exceeds the less stringent suitability standard followed by non-fiduciary financial services firms.
The fiduciary standard we follow has five principles:
- Put the client’s best interest first
- Act with prudence; that is, with the skill, care, diligence and good judgment of a professional
- Do not mislead clients; provide conspicuous, full and fair disclosure of all important facts
- Avoid conflicts of interest
- Fully disclose and fairly manage, in the client’s favor, unavoidable conflicts
Abiding by this fiduciary standard, and coupled with over 30 years of experience in retirement, investment, and employee benefits, we are uniquely qualified to help individuals and groups in making decisions to help achieve financial goals.
Streff Wealth Management
8805 Chambery Blvd.
Suite 300-132
Johnston, IA 50131
Tel: 515.979.5140
Fax: 833.817.7322