Who We Are
Strong Wealth Management LLC (“SWM”) is a California-based registered investment advisory firm providing a spectrum of financial services to individuals, families, small businesses and non-profit organizations.
We are an independent, fee-only advisor, free of Wall Street influences and associated conflicts of interest; we are not brokers and, therefore, we do not earn commissions on trades or by selling you products. At SWM, we pride ourselves on maintaining a transparent fee structure where our fees are based on a percentage of the assets that we're managing for you. As a result, our interests are clearly aligned with yours because we grow as you grow.
Furthermore, as a state-registered "investment adviser", we are also held to the "fiduciary standard" which requires that we act as a "fiduciary" on behalf of each of our clients whereas brokers and financial advisors are typically held to the less-stringent "suitability standard".
A Strong History
The story behind our logo
Strong Family Crest
The Strong Wealth Management logo is based upon and derived from the Strong family coat of arms.
The eagle depicted in the arms and crest is emblematical of fortitude and magnanimity of mind. The Strong family motto, “tentanda via est”, was originally a war cry or slogan and translates to mean “the way must be tried”.
President and CEO
Vice President and Secretary
Brooke Avoyer Strong
Family-owned and operated since 2009.