At StrongBox Wealth, we uphold the highest standard of care when managing your wealth because you deserve nothing less. As fiduciary advisors, we are legally and ethically bound to act in your best interests at all times. But what does that truly mean?
In recent days, the U.S. stock market has experienced a steep decline and significant price volatility, with the broad market S&P 500 index falling over 10%. We want to share context, offer our perspective, and provide guidance during this period of volatility.
Municipal bonds (“munis”) are debt obligations issued by state and local governments or their agencies to fund public projects such as schools, highways, and infrastructure. These fixed income securities provide investors with a unique combination of tax free fixed income and capital preservation.
Enhancing Online Security – Guidance From StrongBox Wealth During Cybersecurity Awareness Month
Enhancing Online Security – Guidance From StrongBox Wealth During Cybersecurity Awareness Month
Business Exit Planning
StrongBox Wealth is happy to share that Chuck Cooper, CFP® has been recognized by Forbes as a Best-in-State Wealth…
In the competitive financial advisory landscape and ongoing quest for new clients, advisors often miss an obvious opportunity –…
Some parents like being the “family hero,” but advisors warn about the unintended consequences of pampering adult children. By Ed…
We listen to your financial objectives as our first step taken together. We understand your concerns about investing, retirement income, asset preservation, and wealth transition. With clarity and resolve, we advise you by crafting and implementing a uniquely customized plan best suited to align with your priorities.