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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.



Helpful Content

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.