StrongBox Wealth provides advice beyond the scope of asset accumulation. We help you protect your assets through prudent investment strategies. We’ll listen and understand you, and give you the confidence that your wealth can provide for long-term security and stability.

What We Do

We listen to your financial objectives as our first step taken together. We understand your concerns about investing, retirement income, asset preservation, and wealth transition. With clarity and resolve, we advise you by crafting and implementing a uniquely customized plan best suited to align with your priorities. As your life’s journey evolves, we safeguard your best interests by walking beside you to guide the way.

Everything we offer is customized to align with your needs, your goals and your values. We apply the invaluable insights and comprehensive strategies derived from over 35 years of investment management experience to create just the right solutions for you.

Planning for your retirement

The importance of planning and managing wealth for one’s retirement years can never be overstated. Whether our clients are still decades away or on the very cusp of this exciting next phase of their lives, we will personalize our recommended strategies to ensure that retirement goals are given the highest priority. As complexities in retirement often increase, our solutions are geared to address current and long-term taxation issues, mitigate portfolio risks, implement rising income strategies, fulfill philanthropic goals and ultimately transition your wealth.

Planning for your retirement

Building your wealth

As assets accumulate so do concerns about money matters. We educate our clients on how to best manage their wealth, in order to best enjoy the privileges it brings. By focusing on the human circumstances of our clients’ lives, we’re able to instill a confidence in their decision-making process as they look to continue their financial success.

Building your wealth

Managing your business assets

Entrepreneurs ourselves, we are keenly aware of the responsibilities of managing the financial assets of a closely held business. We work very closely with our business-owner clients to help them balance the risk/reward decisions they face when considering both short-term financial needs as well as longer term investment and growth opportunities. We are especially focused on helping owners prepare for and optimize liquidity events, such as the sale of their company.

Managing your business assets

Our services include:

Portfolio management

Our efficient approach to portfolio management focuses on sophisticated, yet straightforward strategies and is always customized to your investment goals and tolerance for risk.

Holistic Financial Planning

We intentionally look at your entire financial situation and take a 360° ‘big picture’ approach to integrating all assets and liabilities into your complete plan.

LIQUIDITY SOLUTIONS & CASH MANAGEMENT

We endorse the practical necessity to provide strategic design and prudent planning around your short-term cash-based needs.

RETIREMENT INCOME PLANNING AND SEQUENCING

By understanding your aspirations and expectations for a fulfilling retirement, we will finely tune your income sources to ensure both longevity and proper order of distribution.

CHARITABLE PLANNING

Philanthropy is often an important personal decision. We’ll guide you through straightforward solutions that develop the means for how your family’s next generation can support their core values, while creating maximum benefit to your chosen charities.

MULTI-GENERATIONAL WEALTH ADVICE

By integrating the long view into our scope of planning and collaborating with your legal and tax advisors, we counsel your next generation on how to be properly prepared for the transition of wealth to them.

TAX MITIGATION

We’ll help you manage both your assets and income in a tax-efficient manner, while showing you how to optimize tax code allowances to take advantage of opportunities.

RISK MITIGATION

With prudence as our guidepost, we’ll identify and constantly seek to extract unnecessary risks in your investment portfolio and financial plans through proven means.

BUSINESS SCALING STRATEGIES

As entrepreneurs ourselves, we know how to help you scale your business with the right balance of risk and reward.

BUSINESS SUCCESSION STRATEGIES

Key to the legacy of any business owner is the objective of successfully passing a company onto new owners or the next generation. We help develop and execute those plans with respect to both parties and facilitate a seamless transition