StrongBox Wealth, now navigating its fifth year, is an independent wealth advisory firm born out of an ambition to…
Jon Garlow, CPWA®
Enhancing Online Security – Guidance From StrongBox Wealth During Cybersecurity Awareness Month
The StrongBox Wealth team takes a moment to thank their loyal clients for 4-years of confidence.
We are delighted to share that StrongBox Wealth’s Managing Partner, Chuck Cooper, CFP®, has been nationally recognized as one of…
Congratulations to Jon Garlow, CPWA®, AIF®, on completing your certification as an Accredited Investment Fiduciary® from Fi360 (now Broadridge)!…
The end of the year is nearly upon us. While we focus our attention on the spirit of the holiday season, it’s also a great time to assess important aspects of your tax situation. Before 2022 closes, consider some of these tax related tips.
With the unfolding Russia/Ukraine war, commencement of the U.S. Federal Reserve’s long expected monetary policy change to hike overnight interest rates, widespread concerns over shortage-induced price increases for energy and food, and further COVID-related lockdowns in China, these conditions have produced a high degree of uncertainty to start 2022 and have caused material adverse financial market conditions along with elevated price volatility.
We would like to commence our first of the year message by offering gratitude and sincere appreciation for our clients during this past year filled with so many unknowns.
On Friday, December 17, 2021, the Wall Street Journal reported that enterprise software giant Oracle was in talks to purchase…
“Charitable giving may not be the first reason someone consults an advisor, but it’s an area where they can help…