Responsible, sustainable strategies are the cornerstone to our financial planning and investment process, It is our view that out-sized gains are unrealistic and exotic alternative investments often lead to disappointment. To good to be true, 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 employ a consultative approach to building your financial castle, because knowing what matters to you informs what we do. We believe clarity in communication, solid plans, and effective implementation lead to success. Enduring relationships based on trust and respect are at the heart of our success.

Areas of Practice for Established Investors & High Income Earners

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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.

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Financial Planning

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.

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Wealth Management

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.

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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.

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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.

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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.

 

 

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