Our Approach

Are You Tired of Waiting? Consider Working with Us to Build Wealth and Secure YOUR Future!

The peace of mind that financial independence brings cannot be understated. Work with us to build your confidence as an investor and strive to build wealth not just for yourself, but for generations to come.

At Strongside we build a long term investment strategy and wealth management plan based upon our clients’ goals, objectives, and unique circumstances. We act solely in the best interest of our clients.

Our core competence is building and managing custom portfolios using individual securities, and leveraging cash flowing assets all based on the client’s specific income and growth objectives, risk tolerance and tax considerations.

Services We Provide

Financial Planning

Strongside will work with you to “Plan From Abundance”.  From there, we will organize your finances and establish prioritized goals.  The next steps are to a develop a plan, review it diligently with you, implement it, and monitor it to ensure success.

Investment Management

We will build tailored portfolios to fit our client’s individual needs.  We utilize Charles Schwab as our custodian to ensure security.

Tax Planning & Integration

Strongside will reveal forward-looking, tax-efficient opportunities that are within your financial ecosystem. Whether you are an employee or a business owner we will deploy necessary strategies to provide tax-efficient opportunities. Some of our favorites are bonus depreciation, Roth conversion strategies, tax lost harvesting, the solo 401k, and taxable income control. We use a variety of investment vehicles to ensure tax efficient distributions and income control.

Estate Planning

Estate planning must be done intentionally in order to protect your family now and direct your assets later by reviewing account titling, beneficiary designations, last wills, trusts, guardians, and powers of attorney. Create a legacy plan that provides support for your family in the event of a catastrophe. Estate planning can get expensive fast, have us by your side before you lock yourself into a trust that must be amended yearly at a significant cost. Our goal is direct assets efficiently and ensure that only the best asset types are passed onto the next generation.

Retirement Planning

Strongside will develop a personalized strategy for tax-efficient accumulation of assets and distribution of assets that achieve financial independence and create clarity around generational wealth. We will also help you analyze and utilize the roles of government programs such as Social Security, Medicare, and Medicaid to protect your lifetime accumulation of assets.

Company Sponsored Retirement Plans

We can help create or manage your employer-sponsored plans.  In addition, if you have an old 401(K) or Stock Option Program and have need some help, we can assist with that!

Cash Flow & Debt Management

Strongside will personalize a system to simplify your income and expenses, track your assets and liabilities and develop a disciplined debt repayment strategy for your household.

Education Planning

Strongside will calculate and plan for education costs, college savings opportunities, 529 planning approaches, financial aid, and student loan repayment options. Whether it is for you, your child, your grandchild or a nice or nephew there is strategy that can be deployed.

Risk Management

Strongside will right-size your emergency fund and review if risk mitigation tools such as life, disability, health, long-term care, or homeowners insurance are an appropriate fit for your family. Strongside recognizes the extreme predatory nature of whole life insurance policies and works diligently to avoid incorporating them into financial plans in most scenarios. Consider us your first line of defense in understanding what products are right for you.

Business Planning

We consult business owners on developing an optimal strategy to transfer value from a business to an estate. We also regularly assist clients with high level structuring of their business. S-Corp versus Sole Propietor is a common theme we discuss.

Long-Term Care Planning

Navigating long-term care insurance, Medicare, and Medicaid can be strenuous. We can help review all of the options for you and your loved ones in order to receive the best care possible while protecting hard earned assets.


The information on this website is provided “AS IS” and without warranties of any kind either express or implied.  To the fullest extent permissible pursuant to applicable laws, Strongside Asset Management LLC (referred to as “Strongside”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.  Strongside does not warrant that the information will be free of error.  None of the information or resources on this website are intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund or other securities or non-securities offering.  The information should not be relied upon for purposes of transacting securities or other investments.  Your use of the information is at your sole risk.  Under no circumstances shall Strongside be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Strongside or a Strongside authorized representative has been advised of the possibility of such damages.  In no event shall Strongside Asset Management, LLC have any liability to you for damages, losses, and causes of action for accessing this site.  Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.