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The challenge of substantial wealth isn't simply managing assets. It's coordinating the multiple professionals involved in protecting and growing those assets.
What we orchestrate:
Institutional investors (endowments, foundations, pension funds) have long recognized that sophisticated alternative investments provide diversification, return enhancement, and risk management benefits unavailable through traditional public markets.
Wealth preservation requires sophisticated tax planning that extends far beyond annual return preparation. We coordinate closely with your tax advisors to identify and implement strategies that minimize lifetime tax burden while supporting your estate and philanthropic objectives.
Business owners face unique wealth management challenges: concentrated equity positions, succession planning complexity, liquidity event preparation, and the integration of business and personal financial strategies.
In addition to private wealth management, Strong Castle Wealth provides institutional level consulting services to organizations requiring sophisticated fiduciary guidance:
Preserving wealth across generations requires more than estate documents. It requires strategic design, family governance, and next-generation education.
We facilitate:
Strong Tower Wealth was founded with a singular purpose - to create the kind of wealth management firm we would trust with our own family's legacy. This vision continues to guide us today, shaping every interaction, every strategy, and every decision we make on behalf of our clients.
Our name draws inspiration from the medieval keep - the strongest, most secure part of a castle where the most precious assets were protected. Today, we serve as the modern equivalent for distinguished families, protecting not just their wealth, but their values, their vision, and their legacy.
Meet Troy, our esteemed Managing Partner. With a wealth of experience in lorem ipsum Troy is your go-to expert for navigating complex landscapes.
Wendy brings over a decade of accounting, financial planning, and portfolio management experience. She earned her B.A. in Finance and Economics from Buena Vista University. We were impressed with Wendy’s level of experience in working directly with clients. She has experience with all of our planning technology including eMoney, Black Diamond, and Riskalyze. Wendy and her husband Jeremy live in Roseville, MN with their 2 children, Liam and Nora. In their free time, they enjoy traveling, watching baseball, and spending time with their friends and family.
Aaron and his wife Kristin live in Plymouth where they enjoy entertaining family and friends while spending as much time as they can outdoors. They both love to travel with the common goal of finding the best local cuisines and wineries. Aaron is also dedicated to supporting the community and currently serves on the board of directors for Fishing with Vets and the Twin Cities leadership board of the American Cancer Society.
Braeden joined Strong Tower Wealth Management in 2022 following graduation from the University of Kansas with a degree in Finance. He brings passion and curiosity for the industry and markets. Braeden lives in Maple Grove, MN with his wife Lindsay. He enjoys spending his free time golfing, fishing, and playing basketball. He also loves to spend his summer weekends at the cabin with friends and family.
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We believe that exceptional wealth management requires both sophisticated strategy and artisanal attention to detail. Each portfolio we craft, like the masterworks of historic artisans, reflects both timeless principles and innovative vision.
Every legacy we steward is unique. We take time to understand not merely the composition of your wealth, but the principles, aspirations, and family dynamics that give it meaning. This deep understanding allows us to architect strategies that serve both present ambitions and future generations.
True wealth encompasses more than financial assets. Our approach seamlessly integrates environmental, social, and governance (ESG) considerations with sophisticated investment strategies, ensuring your portfolio reflects both your values and your vision for prosperity.
True wealth encompasses more than financial assets. Our approach seamlessly integrates environmental, social, and governance (ESG) considerations with sophisticated investment strategies, ensuring your portfolio reflects both your values and your vision for prosperity.
Your vision. Your values. Your keep. It begins with a single conversation.
You can reach us by phone or email. You're also welcome to reach out the partners in person. Or drop by our office.
333 South 7th Street • Suite 2100
Minneapolis, MN 55402
+ (855) 580-1328
contactus@strongtowerwm.com
Transform your aspirations into a legacy worthy of generations - join us today.
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