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Chuck Cooper

Advisor, Managing Partner @Strongbox Wealth

Lees Summit, MO, US
EMAILS
c••••••@strongboxwealth.com
MOBILE NUMBERS
+18•••••••88

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WORK HISTORY

Aug 2019 — Present

Advisor, Managing Partner @Strongbox Wealth

Lee\'s Summit, MO, US

StrongBox Wealth is a registered independent financial planning and private wealth management firm for high net worth individuals and their families. Our clients include lifelong savers, entrepreneurs, business owners, professionals, executives, and community leaders.We look to enhance our fiduciary responsibility to each client by collaborating with their other trusted advisors, such as estate attorneys, to provide a simplified aggregation of services. Our commitment is to make it easy for you to focus on what matters most: living your life to its fullest and achieving your purpose.StrongBox Wealth provides advice beyond the scope of asset accumulation. We help you protect your assets through prudent investment strategies. We’ll listen and understand you, and give you the confidence that your wealth can provide for long-term security and stability.

EDUCATION

1988 — 1992

University of Missouri-Columbia

Bachelor of Science

SKILLS

Stock AnalysisSecuritiesRetirement PlanningInvestmentsBusiness-Succession PlanningWealth Preservation PlanningAsset AllocationInvestment Planning401k RolloversFinancial AdvisoryMulti-Generational Wealth Planning

ABOUT CHUCK COOPER

Chuck has delivered financial solutions and comprehensive wealth management advice to…

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