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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

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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Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.