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.
Jon Garlow, CPWA®, AIF®
Founding Partner
Chuck Cooper, CFP®
Managing Partner
Andrew Beil, CFP®, CEPA®
Wealth Advisor
kathy postoak
Director of Operations
BROOKE COVER
Client Experience Specialist
Amanda Robinson
Administrative Assistant
Crystal schultz
Operations Assistant
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.
Comprehensive advice for your family’s personal dynamic
Complex needs require tailored and progressive solutions
Strategic guidance for imperative decisions and eventual transition
An objective, multi-dimensional fiduciary in your corner
The current cost of college now often exceeds $25,000 per year. The question is, how much will college cost for your student? The answer depends on how you prepare for it.
At StrongBox Wealth, we uphold the highest standard of care when managing your wealth because you deserve nothing less. As fiduciary advisors, we are legally and ethically bound to act in your best interests at all times. But what does that truly mean?
