Bremerton, WA logo

Bremerton, WA Office

Team
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Strong Retirement Solutions logo

Strong Retirement Solutions

Team

Firm-wide stats for Strong Retirement Solutions

Total advisors

6

Across 2 offices

Clients per advisor

65 High

Avg AUM per client

$403,424 Very Low

HNW client ratio

14% Low

About

Strong Retirement Solutions serves individual and high‑net‑worth clients with discretionary portfolio management and financial planning and consulting services, including retirement-oriented planning, estate planning, and recommendations on investment products such as annuities. The firm requires a $500,000 minimum to open and maintain an advisory account.

The firm tailors investment advice to each client’s objectives, time horizon, and risk tolerance and employs a range of strategies — including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases — to construct and manage portfolios. Strong Retirement Solutions primarily manages assets on a discretionary basis and may recommend SEC‑registered third‑party sub‑advisors for portions of client portfolios while retaining supervisory responsibility and incorporating sub‑advisor fees into its advisory arrangements.

Notable distinctions in the brochure include that the firm is newly formed and SEC‑registered (founded May 2025) yet reported $166.1 million in discretionary AUM as of March 2026, and that some representatives are licensed insurance agents who may offer commissionable products (the brochure indicates up to 30% of their time could be spent on that activity). The firm also discloses the use of service providers that incorporate artificial intelligence and machine‑learning components and describes periodic due diligence to address related data accuracy and security risks.

Based on Strong Retirement Solutions

Expertise

Annuities Wealth management

Based on Strong Retirement Solutions

Location

Bremerton WA

Advisors at this office

2

Advisors at this office

user avatar

Michelle M

Series 63, Series 65

Bremerton, WA

Strong Retirement Solutions

Michelle Moyer is a financial advisor at Strong Retirement Solutions with Series 63 and Series 65 credentials and four years of industry experience. She has worked at MassMutual Investors Services, Commonwealth Financial Network, and Kitsap Bank. Outside of advising, she is the owner of Adept Wealth Management LLC, a marketing and bookkeeping business, and volunteers at Grace Point Kitsap church. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning, focusing on retirement, estate planning, and investment product recommendations. The firm customizes investment strategies based on client objectives and manages assets primarily on a discretionary basis, utilizing a range of approaches including sub-advisors while maintaining supervisory responsibility.

Annuities Wealth management
user avatar

Matthew A

Series 66

Bremerton, WA

Strong Retirement Solutions

Matthew Augspurger is a financial advisor at Strong Retirement Solutions with 18 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Grounded Oaks Capital Management and Nepsis, Inc. Outside of his advisory roles, he is a minority owner of Grounded Oaks Capital Management, which provides financial services and insurance products. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning, specializing in retirement and estate planning. The firm customizes investment strategies to client objectives and primarily manages assets on a discretionary basis, sometimes using SEC-registered third-party sub-advisors.

Annuities Wealth management
View complete list of advisors at this office
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