We Help You Build & Protect Your Wealth

We take a hands-on approach to portfolio management that focuses on reducing unnecessary risk.

Planning Services

No matter your financial goals, our planning services make your decisions easier so you can enjoy what matters to you most. Whether you’re just starting out or have lots of financial assets to manage, we have a planning service package that’s just right for you.

InvestmentPlanning

No matter your financial goals, our planning services make your decisions easier so you can enjoy what matters to you most. Whether you’re just starting out or have lots of financial assets to manage, we have a planning service package that’s just right for you.

Business Planning

No matter your financial goals, our planning services make your decisions easier so you can enjoy what matters to you most. Whether you’re just starting out or have lots of financial assets to manage, we have a planning service package that’s just right for you.

who we are

We recognize that you have many options when selecting a financial professional to work with. It is a decision that can impact you & your family for generations and should not be taken lightly. Fortress believes that our unique culture and business model gives our clients a greater opportunity for success.

retirement rescue toolkit

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“retired + free” & “retire early,” Reveal the 9 Critical Decisions When Retiring and the 7 Lessons To ensure your retirement strategies are working as hard as you are.

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