StrongBox Wealth is 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.

StrongBox Wealth provides advice beyond the scope of asset accumulation. We help you protect your assets through prudent investment strategies. We’ll listen and understand you, and give you the confidence that your wealth can provide for long-term security and stability.

The commentary on this website reflects the personal opinions, viewpoints and analyses of the StrongBox Wealth, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by  StrongBox Wealth, LLC or performance returns of any  StrongBox Wealth, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. StrongBox Wealth, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

Investment Management

Personal Finance

StrongBox Wealth

Chuck Cooper

Brooke Cover

Delaney Van Buren

Andrew Beil

This department provides personalized financial advice and investment strategies to help clients grow and manage their wealth.

Wealth Management

This department focuses on promoting products and enhancing client satisfaction through specialized marketing and support strategies.

StrongBox Wealth

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Teams

Wealth Management

Marketing and Client Experience

Offices

StrongBox Wealth

Org chart

Teams

Wealth Management

Marketing and Client Experience

Offices

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