Stamford, CT East Main Street Office

Strong Wealth Advisors serves high‑net‑worth and other individual investors as well as businesses and institutional clients, providing financial planning, portfolio management and consulting, private placement investments, referrals to third‑party advisers, and portfolio management for pooled investment vehicles. The firm’s brochure notes standalone financial planning for a flat fee and portfolio management across equities, fixed income, options, mutual funds, ETFs and private funds.

The firm constructs customized portfolios based on a client’s risk tolerance, time horizon, income and liquidity needs and uses a mix of analysis methods—fundamental, technical, cyclical and charting—to support strategies that range from capital preservation to aggressive growth. Trading tactics described include long‑ and short‑term holdings, trading and option writing (short puts, long puts and covered calls); accounts are generally monitored at least quarterly and are managed on a discretionary basis unless a client elects otherwise.

Noteworthy differences from many peers include the firm’s active role in structuring and managing private pooled vehicles (often using 3(c)(1) or 3(c)(7) exemptions and, at times, acting as general partner) and its use of performance‑based fees for qualified clients (a stated management fee plus a 20% performance fee calculated on an account‑by‑account high‑water‑mark basis). The firm is affiliated with a FINRA‑registered broker‑dealer, has dually registered representatives, discloses soft‑dollar and referral arrangements and receives portions of third‑party adviser or private fund management fees, with those conflicts addressed through disclosure and fee‑offset practices.