A team of Wells Fargo advisers, overseeing $300m in assets, has broken away from the firm to launch an independent wealth management business based in Lee’s Summit, Missouri.
Dubbed StrongBox Wealth, the new business will tend to wealthy families, business owners as well as entrepreneurs in Missouri, Kansas, Colorado, Texas, Florida, and Arizona.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
It is staffed by Chuck Cooper, Jon Garlow, and Kathy Postoak.
Previously, Cooper was the managing director of investments at Cooper Wealth Management Group and a branch manager at Wells Fargo Advisors in Missouri. Garlow was the vice president – investment officer at Cooper Wealth.
Postoak was also part of the Cooper Wealth team for more than two decades.
At StrongBox Wealth, Cooper is the managing partner while Postoak assumes the role of director of operations.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataGarlow’s designation at the new venture is that of a founding partner.
The team partnered with Dynasty Financial Partners to launch the new business.
Cooper noted: “With StrongBox Wealth, we have intentionally built a business model for scalable growth. We plan to expand the firm through highly selective partner adviser additions, as well as establish an affiliated network model for breakaway advisers desiring to join an established RIA.
“We believe that many advisers seek an authentic client first model combined with true independence. We selected Dynasty to be a strategic partner empowering our ownership of a genuine independent RIA firm as they enable us to draw the straightest possible line between two points – the client and objective financial advice.”
