The StrongBox Wealth team takes a moment to thank their loyal clients for 4-years of confidence.
Jon Garlow, CPWA®
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)!…
top 10 year-end tax tips The end of the year is upon us. While we focus attention on the spirit…
With the unfolding Russia/Ukraine war, commencement of the U.S. Federal Reserve’s long expected monetary policy change to hike overnight interest…
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…
top 10 year-end tax tips The end of the year is nearly upon us. While we focus our…
Because all investing involves some form of risk, and every person has a varying level of comfort with it, we emphasize to clients the importance of understanding, balancing, and mitigating risks where possible.