Services
Fee-based investment services & wealth management
Professionally managed, diversified portfolios built around your objectives, risk tolerance and tax situation.
What it covers
How Strong Tower helps
Strong Tower Advisors works with you to implement an investment approach built around your goals. Clients have access to a range of professionally managed, diversified portfolios.
Accounts are rebalanced periodically according to each client’s objectives, risk tolerance, tax considerations and other financial needs. Investment management is provided on a fee basis. Annual reviews check progress against your stated goals, risk tolerance, market conditions and any life changes, so your plan and investments can change as your life does.
Investment accounts and strategies
- Retirement accounts (IRAs, Roth IRAs, Solo 401(k)s, SIMPLE IRAs, SEP IRAs and 401(k)s)
- Individual and joint accounts
- UTMA (minor) accounts
- Business accounts
- Trust accounts and services
- Annuities
- Private banking
- Securities-based lending
- Tax-loss harvesting
- Traditional and alternative investments: individual securities, mutual funds, exchange-traded funds, ESG funds
- Donor-advised funds
Related education
Schedule an introductory call
Let’s talk about your goals.
Need one-on-one guidance? Start with an introductory conversation at the Rockford office, by appointment only.
Important disclosures
Investing involves risk, including possible loss of principal. Diversification and rebalancing do not ensure a profit or protect against loss. Alternative investments, securities-based lending and annuities carry additional risks and costs. Investment management is offered through TLG Advisors, Inc. (a Simplicity company), an SEC-registered investment adviser; Strong Tower Advisors and TLG Advisors are separate and unrelated companies. Fees and costs are disclosed in Form CRS and Form ADV Part 2A and client agreements.
This page describes services in general terms and is not individualized investment, tax, legal or insurance advice. Services are subject to a written agreement and are not available in every state.
Prepared by Strong Tower Advisors for general retirement education. Rule-based content is linked to primary public sources where practical and is reviewed periodically because tax, retirement-plan, Social Security, healthcare and Medicare rules can change.
About Strong Tower Advisors · Editorial and sourcing standards · Last reviewed October 2026