Services

We help you fortify your future by setting the foundation first.

With all of the investment options and models available, we want your plan of attack to be likely to get you to your desired destination so we employ money management strategies based upon extensive research and experience.

Investment strategies are intended to help maximize your portfolio earning potential. By deploying due diligence first, we can concentrate on your needs as we begin to march forward with your financial plan.

Here is what you can expect as we advance together:

Wealth Management:

You cannot protect, shield, or shelter that which you have not built so we create customized, comprehensive strategies for high net worth individuals and business owners.

As your portfolio grows, so does the complexity. Attempting to diversify that portfolio on your own can be a daunting and difficult task. By aligning with us in our wealth management program, you can trust we are examining and adjusting your plan to support your goals—helping you build the life you want, enjoy the life you have and protect your future.

We want to strengthen your position. Your opportunities grow with a wealth management team managing your portfolio because with organization and control comes a calm sense of security.

Risk Management:

Our ultimate goal is to help you build wealth over the long term and seek capital appreciation. We do this with consideration for where you are in life and your level of comfortable risk.

Whether you want to balance growth with preservation or you are comfortable with greater risk and have a longer timeframe to absorb fluctuations in the market, we plan for exceptional long-term performance by using numerous asset classes and an overall diversified approach to investing. Disciplined investment strategies and diversification are tailored to meet your financial needs and goals.

We help you scout the opportunities by being thoughtful and intentional in our approach to risk management as a core element of your strategy.

Financial Planning:

We look at finance strategies differently. We take a strategic approach to help you move toward your goals.

We want you to move forward with confidence so we consider the financial aspects important to you, your life, and your goals: net worth, risk tolerance, time horizon, income needs, tax situations, and any plans for legacy.

Working with StrongHold Capital Partners provides you with qualified professional assistance, helping to provide you with the confidence to move toward your financial future.

If you have questions along the way, we're here to answer them.

WHY

StrongHold?

• 20+ years of money management experience
• Customized client experience
• One-on-one guidance and assistance
• Personalized attention to short-term and long-term goals
• Ongoing reassessment of individual goals
• Collaboration of intelligent firms
• Extensive range of options
• Fully tailored, fully liquid portfolios
• Risk management provided by proprietary stop loss indicator