The Strong Group
Our mission is to apply our collective talents and leverage the Firm’s comprehensive resources to provide our clients the highest quality advice and service. We value our independence and integrity foremost – our clients are our first priority without exception.
Investment Consulting Process
Our investment consulting process organizes and manages the flow of both qualitative and quantitative information. We leverage our expertise and the Firm’s resources in a collaborative and consultative process to design a holistic financial plan and customized strategic asset allocation.
Investment Consulting | Advanced Planning | Relationship Managment
We provide families a detailed roadmap for budgeting and portfolio management with clearly defined roles, responsibilities, and expectations. We leverage your personal resources to do what you want to do, when you want to do it without jeopardizing your financial security. Ultimately we colaborate to concretize your family legacy.
Meet the Team
2024 Forbes Best-in-State Wealth Management Team
The Forbes ranking of America’s Top Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. This qualitative criteria focuses on studying each team’s best practices—service models, investing process, team construct, skill sets, etc. The algorithm also weighs factors like revenue trends, assets under management, compliance records. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
2024 Forbes/SHOOK Research Best-In-State Wealth Management Teams published 1/9/24, data as of 3/31/23.
2024 Barron's Top 1,200 Financial Advisors
Will Strong was recently recognized by Barron’s as a 2024 Top 1,200 Financial Advisor published on 3/11/24. Rankings based on data as of September 30, 2023.