The StrongBox Wealth team takes a moment to thank their loyal clients for 4-years of confidence.
2023
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)!…
In a nice reversal from last year’s market performance when the S&P 500 Price index was down more than 19% and the bond market had its worst year on record, the S&P 500 posted a 7% gain in the first quarter of 2023 while the Bloomberg U.S. Aggregate Bond Index gained 2.5%.