Strong Tower Wealth Management

At Strong Tower Wealth Management, we have been serving high-net-worth individuals, business owners, and families for over 30 years. Our vision began with a simple motivation - to create the kind of wealth advisory firm we would want for our family. We deliver a client experience that is both personally fulfilling and completely transparent. We help our clients find the place where their personal and financial lives intersect.

Our Approach

We serve our clients with a determination to make their experience as our client the best they've ever had. We want to be your advisor for life. We believe that every financial issue should be addressed within the context of an all-inclusive wealth plan. That plan becomes like a strong tower, built on a sure foundation and fortified against whatever weather may arise. It helps safeguard, support, and uphold your financial resources, putting you on the pathway toward financial stability and independence - a place where you can craft your own personal legacy for future generations.

Values-Based Investing

Designing a client's portfolio is more than just selecting a combination of stocks and bonds, it's about integrating a purpose, client values, and financial goals. Environmental, social, and governance (ESG) considerations underpin many of our investment level recommendations, while impact or philanthropic strategies are often incorporated in the development of the client's overall wealth plan. A lasting and purposeful values-based investment strategy is more than a singular recommendation, it's core to our process, philosophy, and who we are individually.

Our Services

Our services are designed to provide our clients with a comprehensive and integrated approach to wealth management. We offer personalized wealth planning, investment management, estate planning, tax planning, and philanthropy services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing exceptional service, guidance, and support to help our clients navigate the complexities of wealth management.

Our Clients

Our clients are higher-net-worth individuals, families, and business owners who value trust, experience, and their time. They are seeking a trusted advisor to help them design and execute a strategic wealth plan from beginning to end. They look to us as their family's personal CFO who helps them navigate the complexities of today's economy, tax landscape, and capital markets. They rely on us to make sure their financial house - their strong tower - is in proper order.