Vision

To make financial abundance a 21st century world-wide norm.

Mission

To lead our community to maximize their financial and human potential. To increase our peoples’ financial clarity, confidence, and success, through fiduciary built, easily accessible, and personalized

  • Financial Advice
  • Financial Planning
  • Investment Management
  • Business Advisory

Values

  • We encourage life-long learning and expansion of your financial capabilities
  • We promote creativity and innovation
  • We seek improvement relentlessly
  • We highly value communication, collaboration, and commitment
  • We demonstrate care, compassion, and respect
  • We embrace diversity among points of view, people, cultures, ideas, and solutions

Team

Adam Amante

Founder & Managing Member Public Disclosure Report

Adam Amante

Founder & Managing Member

Adam is a third-generation investor who lives in Tucson, Arizona. He began investing, if only on paper, in fifth grade home economics class. Later, he transformed his investment portfolio into an income-producing machine and used the dividends to become debt-free. Adam attended the University of North Carolina and earned three degrees. His twenty-year professional career balanced financial planning, investing, and insurance through the tempered lens of a fiduciary. He established Fortress in 2000 to help clients secure their financial objectives. Adam carries out his responsibilities with honesty, loyalty, integrity, and occasionally dry humor. 

Adam lives in Tucson with his wife, Kristen, and their four children, Abigail, Asher, Ava, and Alexander. He enjoys exercise, yoga, surfing, and anything outdoors. 

Public Disclosure Report

Ken Nesler, CFP®

Advisor Public Disclosure Report

Ken Nesler, CFP®

Advisor

Ken’s financial service experience spans over forty years and includes investment management, financial planning, trust administration, and charitable gift planning. Ken combines this experience with his dedication to service, as he helps meet the unique needs of the higher-wealth clients and families of Fortress. Ken is a partner of Fortress, as well as a member of the Investment Committee.

Ken is a graduate of Northwood University in Midland, Michigan, and has been a Certified Financial Planner® since 1984. Ken and his wife Joanne like to relax by cooking, reading, and listening to music. They both enjoy visits with their five children and grandchildren.

Public Disclosure Report

Vanessa Colosimo

Advisor Assistant

Vanessa Colosimo

Advisor Assistant

Vanessa Colosimo was born and raised in Tucson, Arizona and is a graduate of the University of Arizona with a Bachelor’s degree in Psychology. She comes from a large Italian family that is known for their restaurant, Trattoria Pina. Vanessa has dedicated the past 8 years to serving as a Youth Minister and has been coaching volleyball for a decade. She is currently the men’s head volleyball coach at The Gregory School. Vanessa is set to marry her fiancé, Jeremy, this October. She brings extensive experience in client relations, marketing, and business development to Fortress Financial.

Emilia Valenzuela

Advisor Assistant

Emilia Valenzuela

Advisor Assistant

Emilia Valenzuela was born and raised in Tucson Arizona. She has been happily married to her husband Thomas of 13 years and has their 3 amazing littles (Marisela, Delilah and Mateo) along with adult kids (Thomas, Jenice, Keiser and Pricilla). Emilia and her husband have been foster parents for 10 years now through the Pascua Yaqui Tribe. She and her family are HUGE Dallas Cowboys fans! Emilia comes to Fortress with 15 years of financial institution experience along with customer service background.

FAQs

  • Who Is Fortress, and What Are Your Qualifications?

    We are fiduciaries, legally bound and committed to work in your best interest, without compromise. We foster a close relationship with our clients to provide deep insights aligned with their goals. Our four advisors; two of whom are CFPs, have a combined 100 years of professional financial services experience.

  • Interested in Resources?

    Resources can help you get clearer on your goals, or open up questions that you want to explore. Check out our Videos, Articles, Calculators, and Reference.

  • Want to Check Your Accounts?

    You’re a client and you want to take a look at your portal or your accounts? Just click My Accounts. There you will find links to your personalized Fortress portal, your investment accounts, and your financial plan, if you have one. Alternatively, give us a call and we can help you.

  • How Do I Find Out if You’re Able to Help Me?

    Every client journey begins with a conversation. To discover whether Fortress is a good fit for you, call us to schedule a quick, completely free, low-risk call with an advisor. Please use the contact me button.

  • How does the Income Engine generate income for me?

    The Income Engine uses specialized, listed, bond-like, investment grade securities to
    generate income. They are designed to be stable in price, carry a limited amount of market
    risk, and are 100% liquid, so you can access your capital at any time. The Engine pays a
    fixed rate of interest, typically 4 to 5%.

  • Who do we work with?

    Ten percent of our clients are business owners, 30% are working, and 60% are in or near
    retirement. We have clients in more than 20 states. Through conversation we make sure that
    we are a good match for each other. Please check out our Services page for more
    information.

  • What’s our process?

    We typically follow a six meeting cycle. The first meeting is “Meet and Greet,” the second is “Nuts and Bolts,” the third is “Financial Planning,” the fourth is “Estate Planning,” the fifth is “Investment Meeting”, and the sixth is “Insurance Meeting.” From there, we have regularly scheduled reviews, set to recur quarterly, semi-annual, or annual as suits you best.