StrongBox Wealth

05/25/2026

This Memorial Day, we honor the bravery of those who served in the United States Armed Forces and made the ultimate sacrifice for our country. Let us always pause to remember with gratitude that the freedoms we cherish today were secured through their courage, service, and selfless devotion.

05/22/2026

Managing Partner, Chuck Cooper CFP®, recently had the honor of serving as panel moderator for “Ramping Up Your Roadmap for Growth,” a lively forum focused on entrepreneurship and the realities of scaling a business.

Thanks to the Lee's Summit Chamber of Commerce and its Risk Takers Entrepreneurship Committee, the event brought together local business owners to connect, exchange ideas, and learn from one another through real-world experiences and shared challenges. StrongBox Wealth is committed to supporting organizations that foster candid peer-to-peer dialogue, collaboration, and long-term enterprise growth within our community and region.

Photos courtesy of KC Communications & Media Matters.

05/13/2026

We appreciate InvestmentNews for recognizing StrongBox Wealth as a 2026 5-Star Wealth Management Team.

Creating a thoughtful client experience and helping families build and sustain financial well-being remain at the center of everything we do. We’re grateful for the trust our clients place in us and for the team that makes this work possible every day.

View the full recognition from the link in the comments.

05/08/2026

Congratulations to the three recipients of our StrongBox Wealth Future Business Leader Scholarship. We are honored to support these students as they carry their initiative and leadership skills into higher education.

A special thank you to the Lee's Summit Educational Foundation for its continued partnership and commitment to strengthening our community through excellence in education!

05/01/2026

We appreciated the opportunity to host Annie Redlingshafer Burndrett and Andrea Sellers from the Greater Kansas City Community Foundation for a thoughtful discussion on charitable tax planning involving complex assets.

Their insights highlighted the Foundation’s resources and how they support families aiming to make an enduring charitable impact. We value these collaborative conversations that enhance how we serve our clients!

04/25/2026

StrongBox Wealth is honored to share that Managing Partner, Chuck Cooper, CFP®, has been named to the Forbes 2026 Best-In-State Wealth Advisors list for Missouri, a reflection of the trust our clients place in us and the multi-generational relationships our firm is privileged to serve.
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Data provided by SHOOK® Research, LLC — Data as of 6/30/25. The Forbes | SHOOK® America’s Top Wealth Advisors and Best-in-State Wealth Advisors rankings were developed by SHOOK Research, LLC. Data as of June 30, 2025. Published by Forbes (April 2026). The rankings are based on SHOOK Research’s independent methodology and ranking algorithm, which includes in-person, virtual and telephone due diligence meetings to qualitatively evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. SHOOK Research’s rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not indicative of future results. SHOOK Research's rankings is for informational purposes only and should not be construed as a recommendation or endorsement to hire any specific investment advisor and SHOOK Research does not assume any liability for actions taken based on the rankings. Neither SHOOK Research nor Forbes receives compensation in exchange for placement on the rankings. For a full description of the methodology, please visit the SHOOK website. SHOOK® is a registered trademark of SHOOK Research, LLC.

StrongBox Wealth is honored to share that Managing Partner, Chuck Cooper, CFP®, has been named to the Forbes 2026 Best-In-State Wealth Advisors list for Missouri, a reflection of the trust our clients place in us and the multi-generational relationships our firm is privileged to serve.

04/23/2026

With the NFL Draft underway tonight, teams are making critical picks to shape their future. The same is true when it comes to designing your financial strategy. Read commentary from Director of Client Experience, Brooke Cover, on what it means to have the right financial partner guiding your playbook.

With the NFL Draft underway tonight, teams are making critical picks to shape their future. The same is true when it comes to designing your financial strategy. Read commentary from Director of Client Experience, Brooke Cover, on what it means to have the right financial partner guiding your playbo

04/16/2026

Tax day can leave a lot on your mind. If you’re feeling uncertain, we’re here to help you make sense of what’s next with clarity, confidence, and a steady path forward.

04/13/2026

As the tax deadline approaches, our series concludes with Andrew Beil, CFP®, CEPA, and his insights on coordinating a strategy with your CPA and wealth advisor.

01/23/2026

A few of our favorite moments looking back at a year of teamwork and momentum, from our second location buildout to celebrating with clients, volunteering together, and our inaugural pickleball tournament.