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Strongtower Wealth Management, Plc

Updated today

Client AUM

$125,000,000

Clients

380

Advisors

4

of 7 employees

About

StrongTower Wealth Management is a team investment adviser that serves individuals (including high‑net‑worth clients), trusts, and charitable organizations with discretionary portfolio management and financial planning services. The firm manages accounts using mutual funds, ETFs, and individual securities, and for qualified clients may provide access to private or alternative investments.

The firm’s investment approach is built on a base of Modern Portfolio Theory with practical adjustments, periodic rebalancing, and an internal review process that seeks lower‑cost mutual fund share classes and, when requested, values‑based (Biblical) screens. It operates as the sponsor and portfolio manager of a wrap‑fee program and manages client accounts on a discretionary basis with trade execution and custody directed to Charles Schwab; household accounts may be combined for fee breakpoint calculations and the firm uses a stated account minimum in onboarding.

Notable features include an affiliation with an accounting practice and staff who are separately licensed as CPAs, independent insurance agents, or tax preparers, which enables coordinated tax and accounting referrals but also creates potential conflicts of interest. Sponsoring its own wrap‑fee program rather than relying solely on outside managers is relatively uncommon for similar‑sized team firms and affects how the firm bundles advisory, trading, and custody services into an all‑in arrangement.

Client services

Financial planning Portfolio management

Expertise

Wealth management Real estate investing

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Fee options

Fixed

Financial planning fees range from $125 to $2,500, possibly fixed or subscription-based, negotiable depending on complexity and client needs

Commissions

Certain persons providing advice are licensed insurance agents and may receive commissions for selling insurance products, separate from advisory fees

Subscriptions

Financial planning fees may be charged as a monthly subscription fee, negotiable depending on circumstances

Other

Account minimum: $200,000 Minimum fee: Minimum monthly fee of $200.00, which can be waived or decreased at advisor discretion

Main office

450 W. Grand Ave

Hot Springs AR 71901

Advisors at this office

4

Most active in

Arkansas · Florida · Louisiana · Michigan · Mississippi · Nebraska · Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Tony N

Series 65

Hot Springs, AR

Strongtower Wealth Management, Plc

Tony Nation II is a financial advisor at StrongTower Wealth Management, Plc with one year of industry experience. He holds a Series 65 credential and previously worked at Keith Smith Company for six years and Nation's Small Engine for three years. Outside of his advisory role, he engages in public speaking at churches, pastor conferences, and marriage retreats, teaching on Biblical and personal finance topics. StrongTower Wealth Management is a team-based investment adviser serving individuals, trusts, and charitable organizations with discretionary portfolio management and financial planning. The firm employs a Modern Portfolio Theory-based approach with practical adjustments and offers access to mutual funds, ETFs, individual securities, and certain private or alternative investments for qualified clients.

Wealth management Real estate investing
user avatar

Todd S

Series 66

Hot Springs, AR

Strongtower Wealth Management, Plc

Todd Sadowski is a financial advisor with Strongtower Wealth Management, Plc, holding a Series 66 designation and 27 years of industry experience. He previously worked at G A Repple & Company for 13 years before joining Strongtower in 2018. Outside of advising, he is involved in fixed insurance sales, landscape photography, and delivers public speaking engagements focused on Biblical and personal finances. Strongtower Wealth Management is a team adviser serving individuals, trusts, and charitable organizations with discretionary portfolio management and financial planning. The firm applies a Modern Portfolio Theory-based approach with periodic rebalancing and offers both traditional and values-based investment options, managing accounts through a proprietary wrap-fee program.

Wealth management Real estate investing
user avatar

Terry B

Series 66

Hot Springs, AR

Strongtower Wealth Management, Plc

Terry Bewley is a financial advisor at Strongtower Wealth Management, Plc with nine years of industry experience. He holds a Series 66 designation and has worked at Strongtower since 2018. Bewley serves as a chaplain in the US Navy Reserves and is a public speaker, teaching on Biblical and personal finances at churches and conferences. Strongtower Wealth Management is a team adviser serving individuals, trusts, and charitable organizations with discretionary portfolio management and financial planning. The firm uses a Modern Portfolio Theory-based approach with periodic rebalancing and offers access to mutual funds, ETFs, individual securities, and private investments for qualified clients.

Wealth management Real estate investing
user avatar

Mitzie S

Series 66

Hot Springs, AR

Strongtower Wealth Management, Plc

Mitzie Stevens is a Series 66-licensed advisor with Strongtower Wealth Management, Plc, bringing 18 years of industry experience. She previously worked at G.A. Repple & Company and has maintained accounting-related business activities, including serving as president of Mitzie Stevens, CPA, Inc., where she performs tax preparation and other accounting functions. Outside of financial advising, she owns and manages Idlenook Horsecamp, a campground for campers and horses. StrongTower Wealth Management is a team investment adviser serving individuals, trusts, and charitable organizations with discretionary portfolio management and financial planning. The firm applies a Modern Portfolio Theory-based approach with periodic rebalancing and offers access to private or alternative investments for qualified clients.

Wealth management Real estate investing
View complete list of advisors at this firm
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