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Steven S
PFS™, Series 65
Estero, FL
Droms Strauss Wealth Management
Steven Strauss is a financial advisor with Droms Strauss Wealth Management, holding the PFS™ designation and Series 65 license, and has 27 years of industry experience. He has worked at Droms Strauss Advisors, Inc. since 1995 and was previously with ELIAS STRAUSS CPAs, LLC. In addition to his advisory role, he prepares tax returns through his CPA practice at S & S Strauss LLC. Droms Strauss Wealth Management serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach focused on asset allocation, using institutional mutual funds, ETFs, and structured notes, with client portfolios guided by customized Investment Policy Statements and overseen by an internal Investment Committee.
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