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

Data Insights

The gold standard of business intelligence.

Find out more

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.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

Garlow’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.”