# Strong Tower Advisory Services Strong Tower Advisory Services is a Bank / Wealth / Trust based in Minneapolis, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Minneapolis, United States - **Region:** North America - **Address:** 333 South 7th Street, Suite 2100, Minneapolis, MN 55402, United States - **Founded:** 2021 - **Assets under management:** Undisclosed - **Website:** strongtowerwm.com - **LinkedIn:** https://www.linkedin.com/company/strongtower ## Regulatory record - **CRD number:** 315106 - **SEC file number:** 801-121575 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315106 ## About Strong Tower Advisory Services was formed in 2021 by Troy and Greg, two career wealth managers who held senior vice president roles at Morgan Stanley and Wells Fargo Private Client Services. The firm positions itself as a modern "keep" — the most fortified part of a medieval castle — protecting the assets, values, and generational ambitions of clients concentrated in Minnesota. Both co-founders hold the CERTIFIED FINANCIAL PLANNER™ designation and draw on three decades of client relationships in the region. The practice integrates financial planning, portfolio management, and risk management through a single "Ideal Wealth Plan" framework. Planning technology includes eMoney, Black Diamond, and Riskalyze. The firm serves individuals, high-net-worth families, corporations, and charitable organizations, with a geographic anchor in the Twin Cities and additional clients connected to the Brainerd Lakes area. Advisors on the team carry designations including the CPFA and Series 7 and 66 licenses. The firm also provides corporate retirement plan consulting, a capability Troy built as Corporate Retirement Director at Morgan Stanley. The team has grown to at least ten professionals across advisory, planning, operations, and accounting functions. Braeden joined in 2022 as a University of Kansas finance graduate and now splits time between portfolio management and compliance. In 2024, Logan arrived from UW-Eau Claire, where he helped manage a $400,000 student investment fund for the university's foundation. Nick Michel, a former University of Minnesota hockey player with a Master's in Sports Management, joined the planning group to work directly with families and business owners. The practice runs out of Suite 2100 at 333 South 7th Street in downtown Minneapolis. The firm's structure is a deliberate departure from the wirehouse model that produced its co-founders. Strong Tower operates as a registered investment advisor, meaning it bears a fiduciary duty on every account and builds compensation around advisory fees rather than transaction commissions. That architecture — combining multi-generational planning, ESG integration, and an in-house tax-and-estate lens — sets it apart from both the larger bank-owned wealth units in the market and the region's smaller solo-practitioner RIAs. ## People - Troy — Co-Founder, Managing Partner - Greg — Co-Founder, Managing Partner - Wendy — Advisor - Aaron — Advisor - Braeden — Operations & Portfolio Management - Logan — Associate - Nick Michel — Financial Planner - William — Associate - Lori — Accounting ## Questions ### Who runs investment decisions at Strong Tower Advisory Services? Co-founders Troy and Greg act as co-Managing Partners and set the investment and planning strategy. Both are CFP® professionals who spent the prior 15–30 years in senior roles at Morgan Stanley and Wells Fargo. Day-to-day portfolio management is supported by Braeden and the advisory team, using Black Diamond for portfolio analytics and Riskalyze for risk alignment. ### How does the firm incorporate tax and estate planning into its advice? Tax and legacy planning are embedded in what the co-founders call the "Ideal Wealth Plan" — a single engagement that links cash-flow modeling, portfolio construction, risk management, and wealth transfer. Lori, who joined from a construction and commercial real estate background, handles internal accounting and spending analysis to inform the planning work. ### Is Strong Tower a fiduciary for all client accounts? Yes. As a registered investment advisor, the firm acts as a fiduciary on all client relationships. This is a structural distinction from the brokerage model where both co-founders previously worked at Morgan Stanley and Wells Fargo. ### What kind of clients does the firm typically serve? The firm works with individuals, high-net-worth families, business owners, corporate retirement plan sponsors, and charitable organizations. Its marketing emphasizes "distinguished families" and "discerning individuals," and the practice is geographically anchored in the Minneapolis-St. Paul area and Minnesota's lake regions. ### What charitable or community organizations are the principals involved with? Aaron serves on the boards of Fishing with Vets and the Twin Cities leadership board of the American Cancer Society. Logan volunteers with Mentor Chippewa and Power of Perception. Both co-founders support economic empowerment and education causes in Minnesota. ## Related profiles - [Strong Root Capital](https://altss.com/profile/strong-root-capital) - [StrongTower Wealth Management](https://altss.com/profile/strongtower-wealth-management) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/strong-tower-advisory-services Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology