A collaborative team committed to creating the best possible plan and portfolio for you and your family.

StrongBox Wealth was founded by a pair of close-knit partners with a uniquely distinct set of professional credentials and a wealth of financial advisory experience. They shared an original vision of creating a next generation firm that could deliver their clients premier customized planning through integrated portfolio management and concierge-level service, all enabled by best-in-class providers of incomparable technology solutions providers.

Team

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As an independent registered investment advisor, StrongBox Wealth is able to offer our clients truly objective advice—backed by the technical and operational support of best-in-class resource partners and industry experts.

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As a member of the Dynasty Financial Partners network, StrongBox Wealth and our clients enjoy the benefits of Dynasty’s fully customizable platform, including access to a complete array of investment research, consulting, and proprietary analytical tools. This enables us to offer you more efficient, cost-effective and comprehensive services. With end-to-end support from Dynasty’s team of proven investment and business managers, we focus on serving you objectively and with full transparency.

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As a registered investment adviser, StrongBox Wealth does not hold client assets. We have chosen Schwab Advisor Services, an affiliate of Charles Schwab & Co, Inc., to serve as custodian to safeguard our client’s assets. With more than $2 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms like ours. Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more.
You will receive customized operational alerts, instant online access to detailed account information and online cash management.

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Black Diamond® delivers an award-winning, cloud-based portfolio management platform that allows us to assure our clients secure anytime, anywhere online access to their total wealth picture. So that we can focus on what we do best — fulfilling client objectives with outstanding service and total transparency — we use Black Diamond’s innovative aggregation, customizable reporting and rebalancing services combined with fully outsourced daily reconciliation and data management technology. Ours is one of the 650 advisory firms that have selected Black Diamond to help manage more than $300 billion in assets. Black Diamond is an independent business group of Advent Software, a leading technology provider to investment managers around the world.

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Callan Associates provides timely and relevant institutional investment research through Dynasty Financial Partners that allows registered independent advisers to stay on top of important trends in the industry. Headquartered in San Francisco, the firm also provides education, decision support, and advice to a broad array of institutional investors responsible for approximately $2 trillion in total assets. Callan employs more than 150 people and maintains regional offices in Denver, Chicago, Atlanta, and Summit, New Jersey.

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MoneyGuidePro is the leading financial planning software in the wealth management industry. Its unique client-centric approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor. Most clients have never received a financial plan, and as a result, lack the confidence and tools needed to achieve their financial goals. MoneyGuidePro helps provide a well crafted plan by gathering client data and analyzing the probability of success in a streamlined fashion.