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Where do yOu stand on the wealth continuum?
Build
Organize
Enjoy
Preserve
Transition
Build
Organize
Enjoy
Preserve
Transition
our team

StrongBox Wealth was founded by a pair of close-knit partners with a uniquely distinct set of professional credentials and a wealth of financial advisory experience. They shared an original vision of creating a next generation firm that could deliver their clients premier customized planning through integrated portfolio management and concierge-level service, all enabled by best-in-class providers of incomparable technology solutions providers.

Jon Garlow Headshot
Jon Garlow, CPWA®, AIF®

Founding Partner

Chuck Cooper Headshot
Chuck Cooper, CFP®

Managing Partner

Andrew Beil Headshot
Andrew Beil, CFP®

Wealth Advisor

Kathy Postoak Headshot
kathy postoak

Director of Operations

Amanda Robinson Headshot
Amanda Robinson

Administrative Assistant

Crystal Schultz Headshot
Crystal schultz

Operations Assistant

how we serve Our Clients
Custom Portfolio Management

Our tax efficient approach to portfolio management is always customized to your investment goals and tolerance for risk.

Holistic Financial Advice

We take a big picture approach to your account, assets and liabilities, risks and obligations, rewards and opportunities.

RETIREMENT INCOME PLANNING

We finely tune your income sources to ensure both longevity and proper order of distribution.

Multi-Generational Wealth Transition

We counsel you and your next generation on how to be properly prepared for the transition of wealth.

Charitable & Legacy Planning

We guide you through straightforward solutions to support your core values and chosen charities.

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Types of clients we serve

Because we focus on each client as an individual with a unique set of dreams and expectations, balancing both family dynamics and life’s circumstances, we strive to deliver a truly personalized client service experience. 

Individuals & Families

Comprehensive advice for your family’s personal dynamic                          

Executives & Professionals

Complex needs require tailored and progressive solutions                                          

Business Owners

Strategic guidance for imperative decisions and eventual transition

Qualified Plans & Nonprofits

An objective, multi-dimensional fiduciary in your corner                                                           

Our news & Commentary
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why partner with strongbox wealth?
“We are relentlessly dedicated to delivering the most objective and competent advice. Clients appreciate our straightforward financial planning process integrated with comprehensively managing their lifetime accumulation of wealth.”
Chuck Cooper
Chuck CooperManaging Partner
“With experience and compassion, we will serve as your guide and advocate along your financial journey, offering a customized plan and investment strategy designed to deliver clarity, direction and achievement of your unique lifestyle and legacy goals”
Jon Garlow
Jon GarlowFounding Partner
“We strive to deliver a truly personalized client experience by being attentive and responsive to each client’s unique needs. As a result, we have been fortunate to develop lasting friendships through the years.”
Kathy Postoak
Kathy PostoakDirector of Operations
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Have a question about your plan or portfolio?
Contact our office to get started
ADDRESS
3470 NE Ralph Powell Road, Suite A
Lee’s Summit, Missouri 64064
PHONE
(816) 607 5410
email
contact@strongboxwealth.com

BUILD

The groundwork to building wealth should not be overlooked.  We will introduce you to the concept of risk, tax-smart investing principles, prudent asset allocation, and debt management strategies when designing your customized financial plan.

ORGANIZE

Many investors realize they have created a collection of accounts over time, misaligned to their objectives, risk tolerance and liquidity needs.  We will guide you in organizing your accounts to correspond with your intended future purposes.

ENJOY

Retirement should be a time to enjoy what you have worked tirelessly to build over the past few decades.  We will manage your investments in abidance with your priorities, goals-based financial plan, spending wants and needs, tax circumstance, and legacy wishes.

 

PRESERVE

Having sufficient means to meet your objectives, you may want to explore a preservation strategy to maintain your level of accumulated wealth.  We will talk through and implement a lower risk strategy designed specifically for capital preservation.

TRANSITION

Every client considers their legacy and part of that includes what to leave behind.  A multi-generational plan comes with complexities, which is why we will coordinate the design alongside your tax and legal counsel to craft a strategy as unique as your story.

Jon Garlow, CPWA®, AIF®

As a Certified Private Wealth Advisor® and Accredited Investment Fiduciary® professional, Jon has been delivering prudent financial advice to affluent families, business owners, non-profit organizations, and institutions since 2010.  As a Founding Partner and Wealth Advisor for StrongBox Wealth, Jon is dedicated to a true understanding of a client’s driving desires and rooted concerns and embraces a holistic approach to asset management and client centered, tax smart, risk first financial advice.

With a passion for regional small business success and early childhood education, Jon served 7 years on the Board of Directors for the Lee’s Summit Chamber of Commerce, serving as the Board Chair in 2019, and three years with the Lee’s Summit Educational Foundation’s Advisory Board.  He received his B.S. and M.A. from the University of Missouri–Columbia in ’03 and ’06 and lives in Lee’s Summit, Missouri, with his wife Kelly and three energetic children, Olivia, Reese, and Brockton.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.

Chuck Cooper, CFP®

Chuck has been providing financial solutions and wealth management advice to his clients for over 25 years. Prior to co-founding StrongBox Wealth, Chuck served as Managing Director-Investments for Cooper Wealth Management Group of Wells Fargo Advisors. Committed to delivering big picture client solutions through active listening, clear-to-understand advice, and sophisticated portfolio management, Chuck cultivates true long-term partnerships with his clients. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Chuck graduated in 1992 from University of Missouri-Columbia with a B.S. in Business. He serves his community as Director and Past-Chair for Velocity Lee’s Summit, a resource group for entrepreneurs, while also supporting the Greater Kansas City Community Foundation as a member of its Regional Advisory Council. Chuck lives in Lee’s Summit, Missouri, with his wife and three children.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Andrew Beil, CFP®

Andrew joined StrongBox Wealth as a Wealth Advisor in May 2021. As a leader in delivering the StrongBox Wealth experience for existing and new client relationships, Andrew has a passion for partnering with business owners, executives, and rising young professionals in developing sophisticated solutions to complex financial problems. He guides clients through a discovery process to develop and maintain their financial goals and objectives through advanced retirement, tax, charitable, and cashflow planning. He also specializes in the development of efficient corporate retirement plans.

Prior to joining StrongBox Wealth, Andrew gained specialized experience serving as Prime Capital Investment Advisors’ Director of Financial Planning where he delivered the firm’s financial planning strategies to its clients. He started his career in financial services with American Century Investments in 2014 gaining experience in high-net-worth client development, wealth management, and corporate retirement plans.

Andrew earned his Bachelor of Business Administration with an emphasis in finance from the University of Missouri – Columbia. He is accredited as a CERTIFIED FINANCIAL PLANNERTM. Andrew lives in Overland Park, KS where he enjoys spending time with his wife and two daughters, playing golf, barbecuing, and watching his Tigers, Chiefs and Royals.

 

Kathy Postoak

An integral part of the team for nearly 25 years, Kathy is a registered client associate who specializes and shines in client account administration and operation. Her dedication to fulfilling client service needs, executing the task at hand, and somehow knowing the answer to seemingly every operational protocol question is exemplary. She was recognized at her prior firm for consistently displaying professionalism, integrity and core leadership values with the Premier Client Associate distinction for nine straight years (2010–2019) and the Elite Client Associate in back-to-back opportunities (2016 and 2018). When not displaying her cheerful smile and servant heart at the office, Kathy can often be found in the stands with her husband cheering on their son in competitive youth baseball and basketball.

Amanda Robinson

Eager to serve ongoing client needs and special projects with the firm, Amanda began her career with StrongBox Wealth in January of 2021. You will hear her cheerful voice when calling the office and see her welcoming smile when you drop by. Prior to StrongBox Wealth, Amanda has gained detailed experience as an Assistant Manager in a Liberty, Missouri bank and 14 years in ministry in the St. Louis region. When not in the office, Amanda can be found cheering at her daughter’s competitive softball games, volunteering for numerous church activities, and alongside her husband, guiding her two teenage children into the next chapter of their lives.

CRYSTAL SHULTZ

Crystal Shultz is a vibrant and adventurous individual currently serving as an Operations Associate at Strongbox Wealth. With her dynamic personality and outgoing nature, Crystal brings a refreshing energy to her role, ensuring efficient and smooth operations within the company.  

Outside of her professional life, Crystal is avid lover the outdoors. Whether its conquering challenging trails, playing soccer, or golf, Crystal finds joy in sharing her love of the outdoors and adventures.Her role as a mother is a significant part of her life. Crystal has two incredible children, who constantly inspire her to be best the version of herself. She ensures that she creates a nurturing environment for her children, instilling a love for adventure and strong work ethic.

With her adventurous spirit, and dedication to her family and career, Crystal embodies the perfect blend of passion and responsibility. She seeks new experiences and opportunities, embracing life with open arms, both within and beyond the walls of Strongbox Wealth.