StrongBox Wealth was fortunate to have participated in the Blue Springs School District’s new initiative, Career Connection Series. This program provides a monthly panel discussion for students at #BSHS and #BSSHS, consisting of guest speakers from various career industries. This month the #business, #financial & #marketing industries were represented by Jon Garlow, CPWA?, AIF? and Brooke Cover of StrongBox Wealth, along with panel members Steve & Christina Brown -The Brown Team-Real Estate, Debrecia Rogers-Grain Valley Chiropractic, Rebecca Swank – Job One KC, Lara Vermillion – Blue Springs Chamber, & Chad Smith - State Farm). It was a pleasure to play a role in fostering the growth and development of our #futurebusinessleaders. Thank you to Andy Mayfield for hosting an impactful event.?
StrongBox Wealth
金融服务
Lee's Summit，Missouri 1,225 位关注者
FINANCIAL PLANNING ? PORTFOLIO MANAGEMENT ? STRATEGIC ADVICE
关于我们
StrongBox Wealth is a registered independent financial planning and private wealth management firm for high net worth individuals and their families. Our clients include lifelong savers, entrepreneurs, business owners, professionals, executives, and community leaders. We look to enhance our fiduciary responsibility to each client by collaborating with their other trusted advisors, such as estate attorneys, to provide a simplified aggregation of services. Our commitment is to make it easy for you to focus on what matters most: living your life to its fullest and achieving your purpose. StrongBox Wealth provides advice beyond the scope of asset accumulation. We help you protect your assets through prudent investment strategies. We’ll listen and understand you, and give you the confidence that your wealth can provide for long-term security and stability. The commentary on this website reflects the personal opinions, viewpoints and analyses of the StrongBox Wealth, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by StrongBox Wealth, LLC or performance returns of any StrongBox Wealth, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. StrongBox Wealth, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
- 网站
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https://www.strongboxwealth.com/
StrongBox Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Lee's Summit，Missouri
- 类型
- 私人持股
- 创立
- 2019
- 领域
- Portfolio Management、Holistic Financial Planning、Liquidity、Retirement Income Planning、Retirement Sequencing、Charitable Planning、Multi-Generational Wealth Advice、Tax Mitigation、Risk Mitigation、Business Scaling Strategies和Business Succession Strategies
地点
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主要
获取路线
3470 NE Ralph Powell Rd
Suite A
US，Missouri，Lee's Summit，64064
StrongBox Wealth员工
动态
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We look forward to partnering with Lee's Summit Educational Foundation to support scholarship awards from the StrongBox Wealth Future Business Leaders Fund.? #scholarship #leadership #entrepreneurship #LeesSummit #Classof2025 #wealthmanagement #financialadvice #community
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?? The future of cybercrime is here — ready to face it? ?? In the final installment of our cybercrime series, "Emerging Threats and the Future of Cybersecurity," retired FBI agent Jeff Lanza dives into the latest tactics used by cybercriminals, from spoofed websites to ransomware and social engineering. Jeff also shares insight on how evolving threats like AI will shape cybersecurity. Watch the video below or on our YouTube page linked in comments section to discover these emerging threats and learn how to strengthen your defenses ?? #Cybersecurity #FinancialSecurity #Ransomware #EmailSpoofing #AI #AISecurity #IdentityTheft #ProtectYourData #OnlineSecurity #StrongBoxWealth #Cyberthreats #NationalCyberSecurityAwarenessMonth
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?? Your personal data is a prime target - take the right steps to protect it ?? In Part 3 of our cybercrime series with Jeff Lanza, "Securing Personal and Financial Data," we dig into how data breaches can expose your sensitive information and fuel identity theft. Learn how preemptive steps like credit freezing can shield your personal data from cybercriminals. Jeff also offers practical strategies for creating strong passwords, using password managers, and implementing multi-factor authentication (MFA). Watch the video below or on our YouTube page linked in comments section to strengthen your defenses and secure your financial future. #Cybersecurity #DataProtection #IdentityTheft #JeffLanza #FinancialSecurity #OnlineSafety #StrongBoxWealth #CybercrimePrevention #StaySafeOnline #NationalCybersecurityAwarenessMonth
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??Cybercriminals could be targeting your money—are you protected??? In Part 2 of our exclusive video series with cybersecurity expert Jeff Lanza, "Navigating Financial Fraud and Scams," we tackle the growing threat of financial fraud and phishing scams. Jeff spells out the most common tactics cybercriminals use and gives you the tools to defend your financial future. With cybercrime rapidly on the rise, don’t miss these actionable tips designed to shield your personal and financial data. ?????? See post comments for our YouTube channel to watch full interview. #Cybersecurity #FinancialFraud #PhishingScams #JeffLanza #OnlineSecurity #StrongBoxWealth #CybercrimePrevention #DataProtection #FinancialSecurity #StaySafeOnline #Cyberthreats
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?? Cybercrime is evolving—are you prepared? ?? Exclusively featuring renowned cybersecurity expert Jeff Lanza, we’re kicking off Cybersecurity Awareness Month with the first video in our four-part series, "Understanding and Preventing Identity Theft." Jeff breaks down how identity theft happens, and how to protect your personal and financial data. Watch now to stay a step ahead of cybercriminals with these essential tips to safeguard your identity. ??? See post comments for our YouTube channel to view full interview. #Cybersecurity #IdentityTheft #StaySafeOnline #FinancialProtection #JeffLanza #StrongBoxWealth #DataSecurity #CybercrimePrevention #CybersecurityAwarenessMonth
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Today we celebrate #CXDay and StrongBox Wealth's dedicated team for their unwavering commitment to safeguarding our clients' best interests while elevating the #clientexperience. Your hard work is certain to make a lasting impact on future generations! #clientexperience #clientservice #RIA #unlockyourtomorrow?#CX #CXDay #teamwork #businessgrowth #CelebrateCX #Employeeexperience #StrongBoxWealth #nextgeneration
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?? Cybersecurity Awareness Month ?? We teamed up with Jeff Lanza, former FBI agent, for an upcoming 4-part video series to give you practical tips on how to protect yourself from?? Identity Theft ?? Financial Fraud ?? Phishing Scams ?? Emerging Cyber Threats. Stay ahead of these real risks and keep your personal information safe. ?? Throughout October, catch each video to learn what you can do right now to better protect your financial well-being.?? Watch. Learn. Take Action. #CybersecurityAwarenessMonth #StaySafeOnline #Identitytheft #ClientExperience #StrongBoxWealth #Phishing #Cybercrime #JeffLanza
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What a night!?Greatly enjoyed the company of many clients and professional advisors in celebration of our firm’s 5th anniversary.?Also had the opportunity to unveil our exclusive J. Rieger & Co. distilled StrongBox Wealth bourbon.?#clientexperience #clientevent #grateful #wealthmanagement #financialadvice #RIA #anniversary
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We are delighted to introduce Brooke Cover, Client Experience Specialist, has joined our StrongBox Wealth family! Her passion for elevating an exceptional client experience precisely aligns with our commitment to delivering unmatched personalized service. Welcome aboard, Brooke! #clientexperience #wealthmanagement #RIA #financialadvice
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