Strong Wealth Advisors

Brett Strong, as founder and managing partner, oversees asset allocation and manager selection decisions. In a boutique RIA structure of this scale, the named principal typically chairs the investment committee and signs off on all non-model portfolio allocations, particularly for alternative investments and concentrated stock positions.

As a registered investment advisor, the firm operates under a fiduciary standard and employs a fee-based compensation model — typically an annual percentage of assets under management. This means the firm does not accept sales commissions, revenue-sharing payments, or 12b-1 fees from fund managers, eliminating structural conflicts that push in-house products or high-load funds onto client portfolios.

The firm focuses on business owners and multi-generational families who have experienced or are preparing for a liquidity event — a company sale, recapitalization, or large real estate disposition. These clients require coordinated tax planning, estate structuring, and post-exit investment management, which a single-family-office-style RIA can deliver more seamlessly than a generalist brokerage team.

Consistent with most RIAs serving high-net-worth families, Strong Wealth Advisors likely operates primarily on a discretionary basis once an investment policy statement and target allocation are agreed upon. This allows the firm to execute rebalancing, tax-loss harvesting, and manager changes without requiring client sign-off for each trade, though material changes to the strategic allocation would require explicit approval.

The firm offers private alternative exposures — commonly real estate, private credit, and potentially private equity — through external managers and funds rather than proprietary vehicles. For clients with concentrated business-owner wealth, alternatives often function as diversifiers away from the operating-company risk that already dominates the family balance sheet, with private real estate and direct lending being the most typical starting points in a Texas-focused practice.