Broker Check

Wealth Management

Smart, Innovative Solutions

Our team is driven by one focused goal – to help you grow, protect and transfer all you’ve worked so hard to achieve. We utilize our unique perspective to create highly customized portfolios and financial plans for our clients by incorporating a dollar cost averaging approach to investing with an overlay of risk management and tax-efficient strategies.

Financial Planning

How will you arrive at the finish line unless you understand the steps it takes to get there? Having a financial plan incorporating your needs, desires and legacy plan is the navigational tool to guide you toward your destination. Stronghold offers customized plans to help you achieve your goals with the flexibility to meet unexpected turns along the way.

Risk Management Strategies

Managing risk in all market environments is an important component of any complete financial strategy. Protecting your portfolio from volatility and unforeseen loss becomes even more important as you accumulate wealth. That’s why we work with clients to review potential risks and address them accordingly so your wealth can be preserved.

Wealth Preservation

Many clients chase the thrill of large returns. However, the secret to creating and maintaining wealth is to not lose money. By utilizing the U-Print customized portfolio approach, we work with you to make sure your portfolio reflects your risk tolerance, time horizon and goals for your wealth.

Charitable Planning

There are a number of philanthropic and charitable vehicles available when it comes to mapping out a charitable plan. A comprehensive charitable giving strategy may also serve as a tax-efficient way to support the estate and legacy planning goals for your family and loved ones. As your trusted advisor, we work in concert with other estate, legacy and tax professionals to implement the charitable solutions you desire.

Our Wealth Management Services

  • Financial Planning
  • Retirement Planning
  • Lifetime Income
  • Income Planning
  • Tax-free Retirement Planning
  • Wealth Preservation
  • Employee Benefits
  • Wealth Transfer
  • IRA Solutions
  • Long-term Care
  • Family Protection
  • Wealth Accumulation
  • Estate & Legacy Planning
  • Investment Management
  • Roth IRA Conversions
  • Defined Benefit Plans
  • Key Employee Strategies
  • Business Planning
  • Asset Protection
  • Social Security Planning
  • 401k's
  • Venture Captial
  • Oil & Gas Investments (for Accredited Investors)
  • Required Minimum Distributions
  • Capital Gains Management
  • Intergenerational Planning
  • College Planning

Additional Resources

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn More
Contributing to an IRA?

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.
Learn More
What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Learn More

Have a Question?

Thank you!