Asset management, retirement strategy, estate and bitcoin inheritance planning, so your future is built on sound money advice
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A breakdown of our three offerings - plans, investments, and partnership
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"I had a fantastic experience working with Strong Wealth.
They tailored the advice and provided expert guidance. It has been invaluable in helping me reach my financial objectives.
Highly recommend their services!"
"I've worked with a couple financial planners in the past and they were all so focused on one particular investment or strategy.
The Strong Wealth team looks at everything you are doing - from personal income to your business - and lays out a custom plan to grow your wealth.
They have immense knowledge and will educate you on all of it. They have given me a clear picture and removed all my stress."
"Working with Strong Wealth was a bit of a leap of faith for me. I had gone from being a DIY investor to working with a large national broker with cookie cutter solutions and knew I wasn't getting what I was paying for.
With Strong Wealth, I have found exactly what I was looking for. Jacob has taken the time to truly understand our family's situation and financial needs, develop and execute a plan, communicate regularly, and educate along the way. All this while delivering world-class results."
I could not recommend Jacob and Mitch more highly."
"Mitch & Jacob have done an outstanding job helping us get to the retirement "finish line" we're aiming for.
They recommended a change in my business compensation structure that saved us considerable taxes.
They changed they way I look at social security claiming strategies, roth conversions, investing, and other subjects I thought I had figured out."
"Mitch and Jacob are great. They are very knowledgeable and they spend time to understand current state and future goals in order to put together a very comprehensive financial plan.
Partners and friends on the journey and not just paid advisors….good guys with good values.
Highly recommend."
"If Bitcoin represents a material portion of your net worth, I highly recommend working with Strong Wealth.
They have an incredibly impressive understanding of the bitcoin technology including how individuals should approach security and succession.
This is, of course, on top of the typical knowledge base you would expect from any financial planner. Great experience!"
"I initially engaged these guys because I wanted two things: First an advisor who was Christian and understood my deep desire to honor Christ with my finances.
And second, an advisor who understands bitcoin and the role I want it to play in my finances. And before I signed on with them they put together an outline of how they were going to help me that includes both of those priorities. And since I’ve engaged with them, they have more than met them.
I am quite happy that I chose to have Jacob & Mitch help me and my family."
"After just four months, the results have already exceeded our expectations.
Making the decision to transition to them in 2025 was one of the best financial decisions I've ever made for our family and future generations.
I highly recommend Strong Wealth for anyone looking for knowledgeable advisors who genuinely care about their clients."
"Mitch and Jacob bring a wealth of knowledge and experience to their relationships with clients.
They are incredibly thoughtful, pleasant to work with, and have helped us find a clear, actionable financial path forward.
We would recommend them highly."
Asset management, retirement strategy, estate and bitcoin inheritance planning, so your future is built on sound money advice
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