Strong Wealth Management

A STRONG Firm You Can Count On

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

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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”. 

Our Leadership

George Strong

President and CEO

Brooke Strong

Vice President and Secretary

                             Family-owned and operated since 2009.

Learn More About Our Wealth Management Services

A STRONG Financial Future Starts Here