Serving since 2005—Fortress believes in responsible, sustainable growth, and seeks to build enduring relationships based on trust and respect. We have built our success through sound strategy and that is what we provide. In our opinion, 15% annual gains are unrealistic and exotic alternative investments often lead to disappointment. If it seems to good to be true, it often is.
Fortress firmly believes that you should not put your hard-earned money into anything you do not fully understand. That is why we take pride in listening carefully, educating patiently, and working together to advance your interests.
We are a fiduciary. We are a RIA. We are one of the 5,000 that Tony talks about. Learn about how we approach working with you, and let’s connect to see if we’re a good fit for each other.
Areas of Practice for Established Investors & High Income Earners
A Lasting Legacy
You want to define your legacy—not leave it to chance. How will family, loved ones, and your community remember you? You want to be intentional about how you live and define the statement your life makes. Allow us to help you echo your message into eternity and make your statement in your own way.
A well-executed, up-to-date financial plan gives you the freedom and confidence to secure the future you desire. We will work to create a detailed, realistic road map to your financial goals throughout your life. Your plan will come together as we take an in-depth look into where you want to be.
Protect and grow what you’ve got—through a managed portfolio built expressly for you, or company crafted investment model. To help you invest in what you believe, consider making a difference through our Impact Investing. Put our investment process, discipline, and 100 years of experience to work for you.
Income & Retirement Income Planning
The last thing you want is to run out of money, at any stage of the game. Whether you are beginning your career, at peak earnings, or cutting back, sufficient cash flow is a cornerstone of your financial security. If you’re in retirement, we’d be pleased to perform a retirement income analysis for you and employ our Social Security planning system to maximize your lifetime Social Security benefit payout.
Asset Protection & Estate Planning
You want to protect what is yours and pass it on to the people and organizations of your choice—that’s exactly what our asset protection plan is designed to do. Our team of trusted legal experts will construct a strong asset protection plan to shelter your interests and to protect your gains, while keeping predators and creditors at bay.
Advanced Tax Reduction
It is no secret; taxes are one of your largest expenses. Many people unwittingly pay more than legally required. How much money are you throwing away? A well-built tax savings plan helps you dial down your tax liability to the lowest legal requirement, ensuring you pay exactly what you owe— and not a cent more.
Areas of Practice for Businesses & Business Owners
Advanced Tax Mitigation Planning & Savings Growth
As a healthy business, taxes make up an unwelcome and substantial portion of your expenses. Stop paying too much in taxes. Through working with your CPA and attorneys, or with specialized professionals we bring to your team, we’ll help you deploy a series of tax mitigation strategies, consider charitable giving, and develop an advanced tax reduction plan—all to save you money.
A Fresh Perspective on Structure & Operations
Proper business structures allow you to reduce your tax burdens while increasing your savings. Whether you are forming a business or developing an exit strategy, an expertly crafted plan can limit your tax and legal liabilities, and offer new advantages.
Retirement Savings & Benefit Plans
Retirement savings and benefit plans for owners and employees can be vital to the growth of your business. Empower yourself and your employees to reap substantial savings through rewarding retirement plans.
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