A complete list of active advisors currently associated with Strongtower Wealth Management, Plc

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

StrongTower Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm delivers discretionary management through a wrap-fee program and also offers access to private and alternative investments for certain qualified clients. Advisors at StrongTower operate under granted discretionary authority for managed accounts, monitor client accounts on an ongoing basis, and conduct at least annual reviews; planning engagements range from broad-based to single-subject work. The brochure discloses that some financial professionals are licensed insurance agents who may receive separate commissions, a potential conflict of interest clients should consider. Distinctive aspects of the firm include an affiliation with an accounting firm and its role as a sponsor of a wrap-fee program, both of which are less common among peer team firms. StrongTower is organized as a five-advisor team managing roughly $125 million in client assets and notes that advisors may make exceptions to account policies and offer alternative investment opportunities to qualified investors.

To learn more about the advisors currently working at Strongtower Wealth Management, Plc, 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.