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Where do you stand on the wealth continuum?

Build

Organize

Enjoy

Preserve

Transition

Build

Organize

Enjoy

Preserve

Transition

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

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.

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.

Chuck Cooper, CFP®

Managing Partner

JOn Garlow, Cpwa®

Founding Partner

kathy postoak

Director of Operations

why partner with strongbox wealth?

“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.”

“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.”

“With experience and compassion 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.”