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 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 and wealth management plans 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, all based on the client’s specific income and growth objectives, risk tolerance and tax considerations.

7 Step Financial Planning Process

1) Free Consultation

We offer a complimentary video call so we can learn as much about you and your family. This process is all about showcasing examples of our planning & investment management services. At the end of the call, we hope to align expectations and move on a path forward to getting you that peace of mind that you and your family deserve.

2) Scope of Work/Agreement

We create and review scope of work and send engagement documentation that outlines the specific pain points and areas you need addressed in your financial picture. The documentation will spell out needs, our responsibilities as well as yours, and the transparent compensation arrangement.

3) Data Collection

Before we develop a comprehensive plan, we have to understand where you and your family are financially. Here is an example of our data gathering checklist that will give you an idea what the type of information we will be asking for.

4) Review Process

We will review your summarized financial information and validate personal and family financial objectives. This is the point in the process where we will validate assumptions and generate scenarios specific to your expectations and goals.

5) Plan Development

This is where Strongside analyzes the information gathered and develops strategies that are well alighted with your objectives. Strongside prides itself in translating the analysis into a narrative and actionable plan that is easy to understand and implement.

6) Presentation of Plan

The entirety of our financial analysis, recommendations, and actionable plan is presented to you during the last video call. If you are not pleased with a certain piece of the plan, we e the ability to refine and redeliver.

7) Implementation of Plan

This process usually takes around 3 months and at the conclusion of this plan development, you will have the ability to ask questions in order to have clarity. At this point, it is up to you in deciding whether you want to implement this plan on yourself or choose to come on as a full client at Strongside Asset Management.

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.  We will develop a plan, review it diligently with you, implement it, and monitor it consistently.

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 Roth conversion strategies, tax lost harvesting, taxable income control and an efficient use of employer retirement plans. 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.

Retirement Planning

Strongside will develop a personalized strategic order of tax-efficient accumulation of assets and distribution of assets that achieve financial independence. We will also help you understand the roles of government programs such as Social Security, Medicare, and Medicaid to protect your lifetime accumulation of assets. Retirement planning is best started yesterday.

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.