About Us

 

This is Strongbox Wealth

We’re a registered independent financial planning and private wealth management firm for high net worth individuals and their families. Our clients include lifelong savers, entrepreneurs, business owners, professionals, executives, and community leaders.

We look to enhance our fiduciary responsibility to each client by collaborating with their other trusted advisors, such as estate attorneys, to provide a simplified aggregation of services. Our commitment is to make it easy for you to focus on what matters most: living your life to its fullest and achieving your purpose.

Our Process
Discovery

Your story is all that matters, so we take time to listen first.  We ask questions and answer yours.  For us, discovery is a two-way street to determine if our relationship will be a good fit.

Holistic Plan Design

Your plan will be a custom fit, because you and your family are one of a kind.  Integration of your assets, liabilities, objectives, risk tolerance, tax, estate and legacy will be addressed with professional care.

Custom Portfolio Construction

Your portfolio should uniquely reflect you.  We hand craft solutions based on account type, income and liquidity needs, growth expectations, and risk exposure.

Ongoing Communication & Advice

Life changes and when it does we will adapt your plan and portfolio accordingly.  Proficient in managing all stages along the wealth continuum, we serve as your professional advisor and advocate.

Our Name & our mark

We chose StrongBox Wealth as our name because we want our clients to envision us as a trusted “one-stop repository” to consolidate assets for unobstructed delivery of full scope financial advice. Think of us as your secure, stable partner, committed to safeguarding your financial objectives.

Our mark represents reliability and transparency in a fortified framework where wealth management services centrally unite.

Our founding principles

Be Better

Be Genuine

Be Direct

Be Competent

Be Confident

Three in field cropped compressed
Our difference

StrongBox Wealth stands apart by offering you a powerful combination of personalized, objective advice and comprehensive investment management, backed by access to industry-leading resources.

DISTINCTIVE ACCREDITATION & EXPERIENCE

With the designations of Certified Private Wealth Advisor® and Certified Financial Planner®, the StrongBox team works together to give each client the advantage of our advanced training, skills and experience. Our offering surpasses the standard financial advisory services found in the industry, as we enhance our relationships with portfolio management, risk mitigation, tax-smart planning and other valuable tools.

HOLISTIC APPROACH

When you’re our client, you’ll often hear us use the expressions
“big picture” and “long view.” We always consider your entire financial situation—present and future—when customizing our plans and making our recommendations. We make a point of taking into account assets and liabilities, risks and obligations, rewards and opportunities.

CONCIERGE-LEVEL SERVICE

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. We stay in touch on a regular basis, and our communications are designed to be clear and understandable. We are known for our responsiveness, our attentiveness, and our empathy.

INDEPENDENCE & OBJECTIVITY

We believe strongly in the need to keep the custodian responsibilities of our client assets separate from our role as advisors as well as from the providers of the products and programs we may ultimately recommend. Our relationship with Dynasty Financial Partners ensures this “triangulation of advice,” in which StrongBox’s customized objective advice is separate from our custodian Schwab Advisory Services and from the unlimited investment providers that you can access.

Our Resource Partners

HAVE A QUESTION ABOUT YOUR PLAN OR PORTFOLIO?

CONTACT OUR OFFICE TO GET STARTED

Chuck Cooper, CFP®

Chuck has been providing financial solutions and wealth management advice to his clients for over 25 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 as Director and Past-Chair for Velocity Lee’s Summit, a resource group for entrepreneurs, while also supporting the Greater Kansas City Community Foundation as a member of its Regional Advisory Council. Chuck lives in Lee’s Summit, Missouri, with his wife and three children.

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®

As a Certified Private Wealth Advisor® professional, Jon has been delivering prudent financial advice to affluent and accredited investors since 2010 and is proud to advance his career from Vice President – Investment Officer with Cooper Wealth Management Group of Wells Fargo Advisors to Founding Partner for StrongBox Wealth. Dedicated to a true understanding of a client’s driving desires and rooted concerns, Jon 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 is currently in his third year with the Lee’s Summit Educational Foundation’s Advisory Board since. 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 and three children.

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.

DYNASTY FINANCIAL NETWORK

As a member of the Dynasty Financial Partners network, StrongBox Wealth and our clients enjoy the benefits of Dynasty’s fully customizable platform, including access to a complete array of investment research, consulting, and proprietary analytical tools.  This enables us to offer you more efficient, cost-effective and comprehensive services.  With end-to-end support from Dynasty’s team of proven investment and business managers, we focus on serving you objectively and with full transparency.

SCHWAB ADVISOR SERVICES

As a registered investment adviser, StrongBox Wealth does not hold client assets. We have chosen Schwab Advisor Services, an affiliate of Charles Schwab & Co, Inc., to serve as custodian to safeguard our client’s assets. With more than $2 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms like ours. Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more. You will receive customized operational alerts, instant online access to detailed account information and online cash management.

BLACK DIAMOND WEALTH PLATFORM

Black Diamond® delivers an award-winning, cloud-based portfolio management platform that allows us to assure our clients secure anytime, anywhere online access to their total wealth picture. So that we can focus on what we do best — fulfilling client objectives with outstanding service and total transparency — we use Black Diamond’s innovative aggregation, customizable reporting and rebalancing services combined with fully outsourced daily reconciliation and data management technology. Ours is one of the 650 advisory firms that have selected Black Diamond to help manage more than $300 billion in assets. Black Diamond is an independent business group of Advent Software, a leading technology provider to investment managers around the world.

ENVESTNET PMC

Envestnet Portfolio Management Consultants (“PMC”) provides comprehensive investment research through Dynasty Financial Partners that allows registered independent advisors access to thoughts on the markets and a high conviction list of quality asset managers. Additionally, PMC works with advisors and institutions to consult on asset allocation, portfolio construction, and manager selection. PMC has over 70 employees and is part of the broader Envestnet organization, which has more than $3T in assets across their platforms and oversees another $150B. 

MONEY GUIDE PRO

MoneyGuidePro is the leading financial planning software in the wealth management industry. Its unique client-centric approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor. Most clients have never received a financial plan, and as a result, lack the confidence and tools needed to achieve their financial goals. MoneyGuidePro helps provide a well crafted plan by gathering client data and analyzing the probability of success in a streamlined fashion.