Wealth advisor Chuck Cooper has partnered with Dynasty Financial Partners to launch an independent wealth management firm called StrongBox Wealth, based in Lee’s Summit, Mo., according to a news release.
The firm’s clients will include high-net-worth families, business owners and entrepreneurs in Missouri, Kansas, Colorado, Texas, Florida and Arizona.
Cooper’s new title at StrongBox is advisor and managing partner. For the past 22 years, he worked for the Private Wealth Division of Wells Fargo Advisors, and most recently as managing director for investments for the Cooper Wealth Management Group, where he and his team managed $300 million in client assets.
Cooper is a graduate of the University of Missouri-Columbia, where he earned a bachelor's degree in business.
Cooper is joined at StrongBox by advisor Jon Garlow, who was vice president-investment officer with Cooper Wealth at Wells Fargo. Garlow will have the new title of founder at StrongBox.
Garlow received both a bacherlor's and a master's. degree from the University of Missouri-Columbia.
Kathy Postoak joins the StrongBox team as director of operations. She has reportedly been an integral member of the Cooper Wealth team at Wells Fargo for the past 20 years, specializing in all administrative areas of client accounts.
Cooper said in the news release that his new firm’s business model was designed for scalable growth.
“StrongBox Wealth expects to integrate tax, legal, risk management and professional services to create an ensemble of client resources,” Cooper said. “We [also] plan to expand the firm through highly selective partner advisor additions, as well as establish an affiliated network model for breakaway advisors desiring to join an established RIA.”
John Sullivan, Dynasty’s director of network development, said that StrongBox exemplified the strength of the independent advisory model.