Updated:
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.
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. The presence of two named Grbac principals, no outside capital sources, and no growth-through-acquisition narrative implies a closely held governance model and a client base likely cultivated through decades of local, industry-specific referrals — a posture closer to a long-tenured retirement-planning boutique than a multi-family office or institutional asset manager.
General information
Firm type
Bank / Wealth / Trust
Year founded
1985
Location
Region
North America
Country
United States
City
Memphis
Corporate office
2925 Briarpark Dr., Suite 720, Houston, TX 77042, United States
Principals
Dick Grbac
CFP®
Suzi Grbac
Jeremy Joiner
CFP®
Michael Wellings
Pam Hext
Sector focus
Frequently asked questions
Who runs investment decisions at Strategic Advisory Services?
Investment and planning decisions sit with the firm's five named professionals, led by founder Dick Grbac, CFP®. The team includes Suzi Grbac, Jeremy Joiner, CFP®, Michael Wellings, and Pam Hext. The firm's website presents a team-based service model rather than a single CIO or investment committee structure, consistent with a practice where client-facing advisors construct and monitor individual portfolios.
What is the Income in Stages, Money to Last™ process?
It is Strategic Advisory Services' proprietary retirement-decumulation framework, anchoring the firm's client-planning methodology. The process appears designed to segment retirement into distinct phases, matching asset allocation and withdrawal strategies to each stage. The firm describes it as a step-by-step roadmap, though specifics of the stage definitions and underlying portfolio-construction rules are not publicly disclosed.
What is the firm's minimum asset requirement?
Strategic Advisory Services states a typical minimum of $250,000 in investable assets. The firm notes it makes exceptions for family or close friends of current clients, individuals seeking a second opinion or dissatisfied with their current advisor, or those experiencing major life changes such as job transition, divorce, death, marriage, or inheritance.
Does Strategic Advisory Services operate as a single-family office or a multi-family office?
Neither. Strategic Advisory Services is a fiduciary registered investment advisor and wealth management firm, not a family-office structure. It serves multiple unrelated individuals and families, predominantly retirees, without the consolidated family-office services such as bill pay, household staffing, or entity management that define SFO and MFO models.
Which professional communities does the firm primarily serve?
The firm has developed a specialty in three industries: telecommunications, airlines, and oil and gas. While the practice is broad-based, its client concentration in these sectors — combined with its Houston location — suggests a likely nexus of employee and executive retiree relationships built over decades, particularly in energy and legacy telecom carriers.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: