Advisors at this firm
Jacob P
Series 65
Colorado Springs, CO
Strong Wealth
Jacob Phelps is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Strong Wealth in Colorado Springs, CO, and previously worked at Illumination Wealth Management, Bonfire Financial, KFG Wealth Management, Korhorn Financial Group, Wells Fargo Bank, and BB&C Attorney's At Law. Outside of advisory work, he is the owner and operator of Phash Mining LLC, a Bitcoin mining business. Strong Wealth provides investment management and financial planning services to individual and high-net-worth clients, with a focus on integrating bitcoin into long-term financial strategies. The firm employs a combination of passive and active investment approaches, including a proprietary asset-allocation strategy, and offers discretionary portfolio management along with guidance on bitcoin custody and inheritance.
Mitchell M
Series 63, Series 65
Colorado Springs, CO
Strong Wealth
Mitchell Moore is a financial advisor at Strong Wealth in Colorado Springs, CO, with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. from 2020 to 2021. Strong Wealth provides investment management and financial planning services to individual and high-net-worth clients, emphasizing the integration of bitcoin into long-term financial strategies. The firm employs a blend of passive and active investment approaches, including a proprietary asset-allocation strategy, and offers both discretionary portfolio management and flexible financial planning options.