Strong Wealth Management Group joined Wells Fargo Advisors from UBS, bringing approximately $410 million in client assets to the firm’s traditional employee brokerage channel, according to Barron’s. The multi-generational team includes brothers Andrew Strong and Jonathan Strong, along with Christian Strong, Andrew’s son.
The group is based in Naples, Florida, and also maintains an office in Birmingham, Michigan.
The team generated approximately $3.5 million in annual revenue at UBS before making the move, according to Barron’s.
Strong Wealth Management focuses on serving individuals and families with complex wealth management needs, including investment management, retirement planning, and multigenerational wealth strategies.
The team said its move to Wells Fargo reflects a desire to pair its relationship-focused advisory approach with a broader set of planning and investment capabilities.
The group has been expanding its presence in Naples while retaining its Michigan operations.
Its dual-office structure is designed to serve families who divide time between Florida and Michigan.
The team describes its approach as intentionally serving a select group of individuals and families while emphasizing personalized advice, financial education, and customized portfolio strategies.
Andrew Strong serves as Managing Director – Investments, while Jonathan Strong serves as Senior Vice President – Investments.
The recruitment was one of two significant recent advisor additions for Wells Fargo, alongside a separate team from Ameriprise. Together, the two recruited groups managed approximately $990 million in client assets.
