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Important Note

You are now leaving the Strong Valley Wealth & Pension, LLC ("Strong Valley") website. By clicking on the "Schwab Alliance Access" link below you will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Strong Valley or any advisor(s) whose name(s) appears on this Website. Strong Valley is/are independently owned and operated. Schwab neither endorses nor recommends Strong Valley. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Strong Valley under which Schwab provides Strong Valley with services related to your account. Schwab does not review the Strong Valley website(s), and makes no representation regarding the content of the Website(s). The information contained in the Strong Valley website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Our Clients

Who We Serve

Strong Valley serves a community of private individuals and business owners who value professional advice and guidance. Our clients expect business to be done with transparency. We also know that success goes beyond the financial. We believe that being a trusted advisor means focusing on understanding what our clients need in every moment of engagement – even when those needs go beyond direct financial advice.

Our highest goal is working with clients in a way that goes beyond the mechanics of financial management and investing heavily in our care and concern for the entirety of our client’s lives. It’s not just quality in terms of outcomes, but the quality of the journey in possibly achieving their goals. It’s not just growing assets and capital; it’s growing in the ability to make a difference in the lives of others.

Individual Private Wealth Clients

Whether you are a young professional, received an inheritance, or considering retirement, Strong Valley has decades of experience helping people just like you reach their goals. We provide consultation and strategies tailored to your specific situation.

Some specific individuals and client communities include:

Our core values shape how we do business and the value we provide to our clients. We believe it is our personal and corporate commitment to these values that sets us apart from a service all too often perceived as a commodity. Below are some examples of the clients we serve and how we make a tangible difference in their lives:

  • Company Executives
  • Entrepreneurs and Business Owners
  • Inheritance Recipients
  • Medical Industry Professionals
  • Retirees and Prospective Retirees
  • Sports Professionals and Elite Athletes
  • State Employees
  • Teachers, Administrators, Educational Staff

Here is how we help:

  • Comprehensive Wealth and Asset Management
  • Personalized Financial Planning and Reporting
  • Retirement and Pension Plan Consulting

Business Owners and Entrepreneurs

Strong Valley specializes in helping business owners maximize their business potential for both personal retirement as well as financial benefits and services for their employees. We have decades of experience in helping business in a wide range of industries.

Some of the specific industries we help:

  • Accounting and CPA Firms
  • Agribusiness Organizations
  • Legal Firms and Solo Practitioners
  • Manufacturers and Product Developers
  • Medical Groups and Private Practices
  • Professional Service Providers
  • Self-Employed Professionals

The Advice You Need to Make the Right Decision for Yourself

At Strong Valley Wealth & Pension we provide a great number of services for our clients, and we try to go above and beyond wherever we can to ensure that our clients get what they need. But perhaps the greatest thing we provide our clients with is control. We provide the advice you need to make your best decision.

Typical Clients and Minimums

At Strong Valley, we believe that the client and Advisor relationship is more than just a financial fit; it’s about the connection on a personal level and the building of mutual trust over time. We pair with clients who value professional advice, knowledge, and services – especially those who may lack the time, familiarity, or the desire to tackle the complexities of financial planning or wealth management on their own.


There is technically no minimum assets or minimum investment required, but there are fees involved, and so those fees need to make sense for each client and their financial situation. By having a conversation, we can work together to see if a project-based or ongoing client engagement makes sense for you. Where the situation may not be right, or the right timing, we’ll help get you connected to the right information, resources or services that you need.
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