A complete list of active advisors currently associated with StrongBox Wealth, LLC

Warmer can help you find a great advisor at StrongBox Wealth, LLC or one who fits your needs even better.

StrongBox Wealth serves individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and corporate entities with investment management, comprehensive wealth management, standalone financial planning, and retirement plan consulting. The firm reports managing about $562 million in client assets for roughly 474 accounts and operates as a small team of four advisors across two offices. The firm builds customized portfolios that may include individual stocks, bonds, ETFs, options, mutual funds, structured products, and separately managed accounts or sub-advisers, with ongoing monitoring and periodic rebalancing. Its brochure describes a multi-method investment process—fundamental, technical, quantitative and sector analysis—and specifically notes due diligence and oversight of third‑party managers, including attention to leverage or borrowing where used. The firm’s disclosure highlights several practices that are less common among peers: it states it compensates unaffiliated persons for testimonials and endorsements under written agreements and provides prescribed disclosures to referred prospects, and it indicates the use of third‑party ratings and product‑sponsored events in its marketing. The brochure also describes use of a third‑party order/held‑away account platform to manage off‑custodian assets and the availability of SMA programs where external managers’ use of borrowing or leverage is monitored.

To learn more about the advisors currently working at StrongBox Wealth, LLC, 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.