Your journey with strongbox Wealth
We listen to your financial objectives as our first step taken together. We understand your concerns about investing, retirement income, asset preservation, and wealth transition. With clarity and resolve, we advise you by crafting and implementing a uniquely customized plan best suited to align with your priorities. As your life’s journey evolves, we safeguard your best interests by walking beside you to guide the way.
Everything we offer is customized to align with your needs, your goals and your values. We apply the invaluable insights and comprehensive strategies derived from over 55 years of investment management experience to create just the right solutions for you.
SERVICES FOR individuals
PORTFOLIO MANAGEMENT
- Tax Efficient portfolio design to reduce unnecessary tax impacts
- Customized asset allocation including multiple layers of liquidity to reduce your risk exposure
- Monitored and rebalanced in alignment with your investment objectives and financial plan
FINANCIAL PLANNING
- Thorough analysis of your complete picture
- Comprehensive plan delivered to you by CERTIFIED FINANCIAL PLANNER®, Certified Private Wealth Advisor®, Accredited Investment Fiduciary®, and Certified Exit Planning Advisor professionals
- Ongoing plan reviews and updates with you as your circumstance changes
TAX MITIGATION
- Utilize account types such as IRAs, Roth IRAs, 529 College Savings Accounts, Health Savings Accounts, and myriad qualified retirement plans when appropriate to optimize your current and future tax obligation
- Personalized tax strategy review to mitigate unnecessary tax impact
- Analyzing multigenerational tax impact of decisions made today to reduce lifetime tax consequences
MULTIGENERATIONAL WEALTH tRANSITION
- Collaboration with your legal and tax advisors to ensure seamless generational transition
- Education, planning, and investing services for your next generation so they are prepared for their future
- Family meetings for high net worth and ultra-high net worth families to establish purpose driven investing, spending policies, and cohesion when competing interests present
CHARITABLE PLANNING
- Utilizing charitable account types such as Donor Advised Funds and Charitable Trusts to benefit you today while also defining your legacy
- Qualified Charitable Distributions to reduce your tax owed on Required Minimum Distributions
- Establish family values based giving strategies
SERVICES FOR BUSINESSES
RETIREMENT PLANS
- Guiding you and your team through 401(k) and 403(b) plan design
- Educating your employees on key retirement planning concepts and the benefits of long-term investing
- Pairing 401(k) plans with customized cash balance plans, deferred compensation plans, and executive compensation packages
reserve funds
- Investing reserve capital to earn competitive rates while maintaining liquidity
- Targeting opportunistic investment strategies around future projects and priorities
fiduciary services
- Preparing and abiding by investment policy statements for your retirement plan and reserve funds
- Process driven 3(38) investment fiduciary services for your company retirement plan
- Consulting on fiduciary best practices to organize, formalize, implement, and monitor investment committee development
personal wealth planning
- Aligning your personal financial objectives with your business vision
- Integrating tax efficient strategy, estate plan, insurance protection, and personal investment portfolio
- Establishing and implementing legacy plans for your next generation and charitable interests
business transition
- Sourcing an appropriate valuation for your business
- Guiding you through best practices in exit planning scenarios
- Modeling scenarios that optimize your post transition financial success
What service can we help you with?
Send us a message
Send us a message