A complete list of active advisors currently associated with Strong Wealth
Warmer can help you find a great advisor at Strong Wealth or one who fits your needs even better.
Strong Wealth provides discretionary investment management and both ongoing and project-based financial planning to individuals and high-net-worth clients. The firm integrates traditional wealth management with a bitcoin-focused offering that includes bitcoin custody guidance and bitcoin inheritance planning. Its investment approach blends passive and active techniques and a dynamic “Fluvius” asset-allocation strategy that uses ETFs for allocations to bitcoin, equities, commodities, and (in a four-sleeve version) fixed income, while relying on technical, cyclical (U.S. M2) and charting analysis to adjust exposures. Financial planning is delivered through a digital “Financial Independence Plan” in eMoney and uses Monte Carlo and other hypothetical-scenario reports to model potential outcomes; an Investment Policy Statement guides discretionary portfolio management. Noteworthy features for a firm of this size include a small advisory team managing roughly $24.2 million in discretionary AUM, the option to accept bitcoin as payment, and an advisor’s outside involvement operating a bitcoin-mining business. The brochure emphasizes the firm’s use of ETFs (rather than spot bitcoin) for portfolio bitcoin exposure, its technology-forward client portal for ongoing planning, and its explicit documentation of hypothetical scenario analyses in client materials.
To learn more about the advisors currently working at Strong Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Colorado Springs, CO
| 5
| |
Colorado Springs, CO
| 7
|
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