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Helping Families Create Impact for Generations.

We help families achieve their objectives by delivering peace of mind.  We honor your values through our thoughtful family office services which include family culture and impact coordination, investment management, wealth and estate planning, sustainable investing, and philanthropy. 

"We hold our dreams and ideals close to our hearts, where the promises are made to the future generations"

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-John Rachel

A Long Night's Journey into Daylight

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01

Family Culture & Impact

We help you raise and tend to a family culture comprised of your family's values and create purposeful driven wealth.  We help you pass along the mantle of wealth wrapped in what matters most to you and your family.

02

Wealth & Estate Planning

We help you take the frustration out of financial interactions.  We coordinate with legal, tax and other advisors to give you a transparent, well-informed view of your family's financial progress.  We want your financial strategy to be clear, well-aligned and simple.

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03

Wealth Management & Cash Flow

Whether examining alternative or traditional investments, private or public issues, we focus on results. As good stewards of your trust, we review current holdings, evaluate risk and ensure that your family's values are represented in your investment policy.  We thoughtfully manage investment selections with care and responsibility.

04

Sustainable Investing & Philanthropy

If part of your vision is seeking to benefit people, communities and the environment, we have experience to help you accomplish that goal.  We assist in filtering what causes your wealth supports on the way to good returns.  We won't sacrifice your values along the way.  We will help you to involve philanthropic organizations by navigating the options that align with your family mission and values to achieve better outcomes.

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© 2024 StrongHaven All Rights Reserved. 

Investment advice offered through WCG Wealth Advisors, LLC a registered investment advisor. StrongHaven, LLC is not affiliated with WCG Wealth Advisors, LLC. All content is for information purposes only and should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents where it is not appropriately registered, excluded or exempted from registration or where otherwise legally permitted. It is also not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Investing always involves risk and possible loss of capital.

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