top of page
Greyscale Landscape

About Us

Our Story

We are Committed to Helping You Create a Life of Impact

StrongHaven was founded on the belief that we are more than the sum of our wealth.  We were born to live intentionally. We are committed to continually growing and evolving passionate lives of abundance. We seek fulfillment through creating positive impact on the world around us.

In over thirty years of guiding successful families we have seen the impact of removing financial ambiguity from the lives of our clients. With that in mind, we came together to build an independent fiduciary firm focused on wealth stewardship. Our clients delegate the heavy lifting of managing, growing and preserving their wealth so they can focus on what is most important in their own lives of abundance.  We operate as financial guides and personal CFOs to the families we serve as well as their business enterprises and foundations.

Meet The Team

© 2024 StrongHaven All Rights Reserved. 

Investment advice offered through WCG Wealth Advisors, LLC a registered investment advisor. StrongHaven, LLC is not affiliated with WCG Wealth Advisors, LLC. All content is for information purposes only and should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents where it is not appropriately registered, excluded or exempted from registration or where otherwise legally permitted. It is also not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Investing always involves risk and possible loss of capital.

bottom of page