Business Details
Your Trusted Partner for Comprehensive Wealth Management
For over three decades, Strong Tower Wealth Management has served as a trusted partner for discerning individuals, families, and business owners seeking to craft enduring legacies through comprehensive wealth management. Our approach combines sophisticated investment strategies with personalized attention to detail, ensuring each client's unique values and aspirations guide every decision. We specialize in private wealth management, estate planning, tax strategy, and family office services, integrating environmental, social, and governance (ESG) considerations to align portfolios with clients' principles.With a team of certified professionals, including CFPs, CFAs, and CPAs, we provide tailored solutions that transcend traditional wealth management. Our commitment to client-centricity and cultivated growth has earned us long-term partnerships, with many clients maintaining relationships spanning over a decade. Headquartered in Minneapolis, MN, we serve clients nationwide, offering a seamless blend of expertise, innovation, and unwavering accountability to protect and enhance generational wealth.
Services
Private Wealth Management
Estate and Legacy Planning
Tax Strategy & Planning
Family Office Services
Business Owner Solutions
Highlights and features
- Over three decades of experience guiding high-net-worth clients through complex wealth strategies
- Client-centric approach integrating ESG considerations with sophisticated investment planning
- Team of certified professionals including CFPs, CFAs, and CPAs
- Customized multi-generational legacy planning and family office services
- Proven track record with long-term client relationships spanning 15+ years
Associations and certifications
- SEC Registered Investment Advisor
What people say
Transformative guidance
Invaluable stewards
Crafted lasting significance
Expertly guided future
Enduring legacy creation
Services
Private Wealth Management
Our Private Wealth Management service creates customized investment strategies that preserve and enhance significant wealth while reflecting clients' unique visions. We combine tax-efficient portfolio management with risk mitigation techniques and alternative investment opportunities. Our team of CFPs and investment specialists provides ongoing portfolio optimization, ensuring alignment with evolving financial goals and market conditions.
Estate and Legacy Planning
Estate and Legacy Planning focuses on creating comprehensive strategies for multi-generational wealth preservation. We design trust structures, charitable giving frameworks, and business succession plans that ensure clients' values guide future generations. Our approach integrates legal and tax considerations with family governance structures to create enduring legacies that extend beyond financial assets.
Tax Strategy & Planning
Our Tax Strategy & Planning service develops sophisticated solutions that maximize tax efficiency across investment portfolios, retirement plans, and business interests. We coordinate with clients' accounting professionals to implement strategies that reduce liabilities while maintaining compliance. The service includes ongoing monitoring of tax law changes and proactive adjustments to preserve wealth across multiple jurisdictions.
Family Office Services
Family Office Services provide centralized management of complex financial affairs for ultra-high-net-worth families. We offer consolidated reporting, intergenerational education programs, and coordination with external advisors to ensure seamless wealth transition. Our dedicated team facilitates family meetings and develops governance frameworks that promote financial literacy and shared values across generations.
Business Owner Solutions
Business Owner Solutions specialize in creating exit strategies and succession plans that protect entrepreneurial legacies. We develop comprehensive transition frameworks including executive compensation structures, employee benefit programs, and business valuation methodologies. Our team works closely with owners to ensure their life's work evolves into a sustainable legacy that aligns with personal and professional objectives.
People
Troy Winegarner
Managing Partner
With over 25 years of experience, Troy Winegarner co-founded Strong Tower Wealth Management after a successful career at Morgan Stanley. He holds the CFP designation and specializes in strategic wealth planning for business owners. A Minnesota native, he focuses on creating holistic financial strategies that align with clients' personal values and long-term objectives.
Gregory J. Molle
Managing Partner
Gregory Molle brings 30+ years of experience in private wealth management, previously serving as Senior Vice President at Wells Fargo and Morgan Stanley. He develops comprehensive wealth plans integrating tax, risk management, and legacy considerations. Greg emphasizes connecting clients' financial resources with their core values and charitable aspirations.
Wendy Peichel
Senior Wealth Planner
CFA charterholder Wendy Peichel specializes in financial planning and portfolio management with over a decade of client-facing experience. She leverages advanced planning tools like eMoney and Riskalyze to create data-driven strategies. Wendy holds a Finance degree from Buena Vista University and focuses on helping families achieve long-term financial security.
Braeden Mischke
Operations Manager
Braeden Mischke oversees operational projects and compliance functions, bringing finance expertise from his University of Kansas degree. He supports portfolio management while ensuring regulatory adherence. With a focus on continuous improvement, Braeden helps maintain the firm's operational excellence and client service standards.
Logan Erickson
Wealth Advisor
Logan Erickson provides wealth advisory services after graduating from UW-Eau Claire with business finance expertise. He previously managed student investment funds and promotes financial literacy through mentoring programs. Logan is pursuing CFP certification while helping clients build sustainable wealth strategies aligned with their personal goals.
Questions
What distinguishes Strong Tower Wealth from other financial advisory firms?
Our unique approach combines legacy planning with sophisticated investment strategies, focusing on preserving family values across generations while maintaining rigorous attention to tax efficiency and risk management.
How does the wealth management process work?
We follow a four-phase approach: Discovery & Design for personalized strategy development, Implementation with dedicated transition support, ongoing Stewardship for portfolio optimization, and continuous Partnership through regular strategy reviews.
What areas do you specialize in?
We specialize in private wealth management, estate planning, tax strategy, family office services, and business succession planning for high-net-worth individuals and families.
How are your services priced?
Our fee structure is transparent and tailored to each client's needs, typically based on assets under management with customized arrangements for comprehensive family office services.
What credentials do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Certified Public Accountants (CPA), and professionals with advanced degrees in finance and business management.
How do you incorporate ESG considerations?
We integrate environmental, social, and governance factors into investment decisions while maintaining financial rigor, ensuring portfolios reflect clients' values without compromising performance objectives.
