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Together, we can find a way.

Life is full of challenges—and opportunities.


At Stronghold Wealth Management, when faced with problems to solve, needs to meet, objectives to attain, it is our duty as independent financial advisors to find appropriate, well-thought-out ways to help clients achieve their financial goals. It is this positive attitude that fosters quality service as well as quality work.

We are a wealth management and financial planning firm dedicated to developing long-term, personal relationships with clients based on mutual respect and a commitment to serve each client’s unique needs and desired level of service. We work with individuals, privately held businesses and non-profit organizations.

Educating our clients is an important part of what we do and we hope that you find the information throughout our website helpful. In addition to the short videos you see on this page, we offer frequent events.  Please check back regularly to see what new events and educational opportunities are available to you.

We look forward to getting to know you and are always available to answer your questions. Feel free to contact us to inquire further about our approach to financial planning and how we can help you achieve your objectives.



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It may help your business be better prepared in the event of the death of a principal or key employee.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate