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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.

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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

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JOn Garlow, Cpwa®

Founding Partner

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kathy postoak

Director of Operations

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why partner with strongbox wealth?
“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.”
Chuck Cooper
Chuck CooperManaging Partner
“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.”
Jon Garlow
Jon GarlowFounding Partner
“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.”
Kathy Postoak
Kathy PostoakDirector of Operations
Our Commentary
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Have a question about your plan or portfolio?
Contact our office to get started
ADDRESS

3470 NE Ralph Powell Road,

Suite A

Lee’s Summit, Missouri 64064

PHONE

(816) 607 5410

email

[email protected]

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    © Copyright 2020 StrongBox Wealth

    BUILD

    The groundwork to building wealth should not be overlooked.  We will introduce you to the concept of risk, tax-smart investing principles, prudent asset allocation, and debt management strategies when designing your customized financial plan.

    ORGANIZE

    Many investors realize they have created a collection of accounts over time, misaligned to their objectives, risk tolerance and liquidity needs.  We will guide you in organizing your accounts to correspond with your intended future purposes.

    ENJOY

    Retirement should be a time to enjoy what you have worked tirelessly to build over the past few decades.  We will manage your investments in abidance with your priorities, goals-based financial plan, spending wants and needs, tax circumstance, and legacy wishes.

     

    PRESERVE

    Having sufficient means to meet your objectives, you may want to explore a preservation strategy to maintain your level of accumulated wealth.  We will talk through and implement a lower risk strategy designed specifically for capital preservation.

    TRANSITION

    Every client considers their legacy and part of that includes what to leave behind.  A multi-generational plan comes with complexities, which is why we will coordinate the design alongside your tax and legal counsel to craft a strategy as unique as your story.

    Chuck Cooper, CFP®

    Chuck has been providing financial advice and wealth management services to his clients for over 30 years. Prior to co-founding StrongBox Wealth, Chuck served as Managing Director-Investments for Cooper Wealth Management Group of Wells Fargo Advisors. Committed to delivering big picture client solutions through active listening, clear-to-understand advice, and sophisticated portfolio management, Chuck cultivates true long-term partnerships with his clients. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

    Chuck graduated in 1992 from University of Missouri-Columbia with a B.S. in Business. He serves his community by supporting the Greater Kansas City Community Foundation as a member of its Regional Advisory Council and Chair of its Donor Engagement Committee. Chuck also serves on Lee’s Summit Chamber of Commerce’s Entrepreneurship Committee. Chuck lives in Lee’s Summit, Missouri, with his wife and three children. He enjoys lake time and being on the water with family and friends.

    Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

    Jon Garlow, CPWA®, AIF®

    As a Certified Private Wealth Advisor® and Accredited Investment Fiduciary® professional, Jon has been delivering prudent financial advice to affluent families, business owners, non-profit organizations, and institutions since 2010.  As a Founding Partner and Wealth Advisor for StrongBox Wealth, Jon is dedicated to a true understanding of a client’s driving desires and rooted concerns and embraces a holistic approach to asset management and client centered, tax smart, risk first financial advice.

    With a passion for regional small business success and early childhood education, Jon served 7 years on the Board of Directors for the Lee’s Summit Chamber of Commerce, serving as the Board Chair in 2019, and three years with the Lee’s Summit Educational Foundation’s Advisory Board.  He received his B.S. and M.A. from the University of Missouri–Columbia in ’03 and ’06 and lives in Lee’s Summit, Missouri, with his wife Kelly and three energetic children, Olivia, Reese, and Brockton.

    Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.

    Kathy Postoak

    An integral part of the team for nearly 25 years, Kathy is a registered client associate who specializes and shines in client account administration and operation. Her dedication to fulfilling client service needs, executing the task at hand, and somehow knowing the answer to seemingly every operational protocol question is exemplary. She was recognized at her prior firm for consistently displaying professionalism, integrity and core leadership values with the Premier Client Associate distinction for nine straight years (2010–2019) and the Elite Client Associate in back-to-back opportunities (2016 and 2018). When not displaying her cheerful smile and servant heart at the office, Kathy can often be found in the stands with her husband cheering on their son in competitive youth baseball and basketball.