Strategic Advisory Services

Strategic Advisory Services

Founded in 1985 by Dick Grbac, Strategic Advisory Services operates as a fiduciary wealth manager and registered investment advisor in Houston, Texas. The firm serves individuals and families, with a client base concentrated among those aged 51 to 70 who are preparing for or already in retirement. While the firm works across industries, it has developed a specialty serving professionals from the telecommunications, airline, and oil and gas sectors. The firm's investment approach is anchored by its Income in Stages, Money to Last™ process, a step-by-step retirement decumulation roadmap. Strategic Advisory Services constructs portfolios using academically grounded strategies, integrating tax-efficient asset allocation across taxable and tax-deferred accounts. The firm consolidates what it describes as fragmented client holdings into a unified, daily-monitored investment plan, managing equity, fixed-income, and cash allocations to fund retirement liabilities. It does not disclose specific fund structures or named portfolio companies. Strategic Advisory Services lists five professionals, including Dick Grbac, CFP®, Suzi Grbac, Jeremy Joiner, CFP®, Michael Wellings, and Pam Hext. The firm requires a $250,000 minimum in investable assets, with exceptions for referrals, second opinions, or clients undergoing major life transitions such as divorce or inheritance. The firm operates from a single office at 2925 Briarpark Drive in Houston. There is no disclosed adjacent vehicle, philanthropic foundation, or club membership. The firm's structural profile reflects a compact, family-run advisory practice rather than an institutional allocator.