# Strategic Advisory Services

Strategic Advisory Services is a Bank / Wealth / Trust based in Memphis, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Memphis, United States
- **Region:** North America
- **Address:** 2925 Briarpark Dr., Suite 720, Houston, TX 77042, United States
- **Founded:** 1985
- **Assets under management:** Undisclosed
- **Website:** askstrategicadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/strategicadvisoryservices

## Regulatory record

- **CRD number:** 287984
- **SEC file number:** 801-123188
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287984

## About

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.

## Sectors

- Financial Services

## People

- Dick Grbac — CFP®
- Suzi Grbac
- Jeremy Joiner — CFP®
- Michael Wellings
- Pam Hext

## Questions

### 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.

## Related profiles

- [Strata Vision Fund](https://altss.com/profile/strata-vision-fund)
- [Strategic Advocates](https://altss.com/profile/strategic-advocates)

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Last updated: 2026-08-11T02:43:31.692Z

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