Strong Wealth
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About
Strong Wealth provides comprehensive financial planning and discretionary investment management to individuals and high‑net‑worth clients, with a specialized focus on incorporating bitcoin into long‑term strategies. Services include ongoing and project‑based planning, bitcoin‑centric financial planning, education on custody and security practices, and client access to a digital Financial Independence Plan through an eMoney portal.
The firm combines passive and active investing and uses a proprietary dynamic allocation approach called Fluvius (offered in three‑ and four‑sleeve variants) that allocates to ETFs — including a bitcoin ETF for crypto exposure — alongside equities, commodities, and fixed income. Investment decisions are guided by technical, cyclical and charting analysis (including use of U.S. M2 money supply for cycle signals), documented Investment Policy Statements, and periodic rebalancing and momentum/relative‑strength filters.
Among features that distinguish Strong Wealth from many peers, the brochure discloses that the firm’s advertising includes hypothetical performance and the use of endorsements and testimonials. The firm also accepts bitcoin as a form of payment for planning services, provides bitcoin inheritance documentation while expressly not taking custody of private keys, and has advisory personnel with direct involvement in bitcoin mining operations.
Client services
Expertise
Occupation focus
Fee options
Ongoing Financial Planning fixed annual fee starting at $6,000; Project-Based Financial Planning fixed fees starting at $2,500
1.00% annually
Minimum fee: Ongoing Financial Planning fees starting at $6,000 annually; Project-Based Financial Planning fees starting at $2,500 per engagement
Main office
Colorado Springs CO
Advisors at this office
2
Most active in
Florida · Indiana · Texas
Also doing business as
Strong Wealth · Strong Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jacob P
Series 65
Colorado Springs, CO
Strong Wealth
Jacob Phelps is a financial advisor at Strong Wealth with seven years of industry experience and a Series 65 designation. His prior work includes roles at Illumination Wealth Management, Bonfire Financial, KFG Wealth Management, Korhorn Financial Group, Wells Fargo Bank, and BB&C Attorneys at Law. He is also the owner and operator of Phash Mining LLC, a bitcoin mining business. Strong Wealth provides comprehensive financial planning and discretionary investment management to individuals and high-net-worth clients, with a specialized focus on integrating bitcoin into long-term strategies. The firm employs a proprietary dynamic allocation approach combining ETFs, equities, commodities, and fixed income, and offers bitcoin-centric financial planning and education through a digital Financial Independence Plan.
Mitchell M
Series 63, Series 65
Colorado Springs, CO
Strong Wealth
Mitchell Moore is a financial advisor at Strong Wealth in Colorado Springs, CO, holding Series 63 and Series 65 licenses with six years of industry experience. Before joining Strong Wealth in 2021, he worked at Charles Schwab for one year and held roles at Indiana University and IUPUC. Strong Wealth offers comprehensive financial planning and discretionary investment management for individuals and high-net-worth clients, emphasizing bitcoin integration into long-term strategies. The firm uses a proprietary dynamic allocation approach combining ETFs—including a bitcoin ETF—with equities, commodities, and fixed income, guided by technical and cyclical analysis.
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