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Who We Serve

White Branch

Financial Planning


Personal CFO


Family Office

  • StrongHaven clients are seeking more than just wealth management. They are seeking a strategic partner in understanding their complete life vision, and a thoughtful plan that will allow their family to grow along with their prosperity.
  • Our clients are diverse.  They are creators, innovators, disruptors, dreamers and leaders.
  • Our clients are entrepreneurs, developers, executives, foundations, corporations, physicians, legal counselors and teachers.
  • Our clients are successful and focused in their professional pursuits. They aspire to lives of purpose and fulfillment.
  • Our clients are often people in transition.  They are executives transitioning from careers, business owners selling their interest and generations of families that follow them.
  • Our clients work hard to create a life that fuels their passion and create an impact on the world so that they may deliver the mantle of success to future generations.

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