STRONGTOWER WEALTH MANAGEMENT, PLC

Overview

Strongtower Wealth Management, Plc is an independent registered investment adviser that works primarily with individual and family clients, offering both financial planning and discretionary portfolio management. The firm charges a mix of percentage-of-AUM and fixed fees and emphasizes pooled public vehicles as the core of client portfolios while supplementing with targeted third‑party alternative exposures. It does not position itself as an ESG-focused manager and does not advertise multi‑state advisory status; its advisory scope is concentrated on personal and small‑business relationships rather than institutional or pension consulting. Investment approach centers on diversified, manager-driven allocations. Public funds and mutual funds form the backbone of portfolios for liquidity and broad market exposure, while a deliberate allocation to alternative strategies—real estate, commodities, REITs and oil & gas—provides diversification and return enhancement. The firm uses outside managers and specialized funds for alternative exposure rather than heavy direct-syndication, and it retains core fixed‑income exposure through mutual fund and corporate debt holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices