Financial & Retirement Planning, Wealth Management, Investments, Insurance Phoenix & Glendale, Arizona 623-255-5180

Why should you work with us for all your Financial Planning and Insurance needs?

First, we believe your time is valuable.  So, we become your Personal Financial Advocate and provide the value of having one point of contact for all of your Financial Planning and Insurance needs.  Fortress Financial Strategies is a family owned wealth management firm in Glendale, AZ that focuses on the needs of individuals and business owners. Our Mission is to help our client’s reach Financial Independence while gaining Greater Return on Life. We understand that there can be many facets to your financial picture, other than just investments. So we help identify and prioritize those needs and create a totally unique and dynamic plan for you! Our other divisions Fortress Business Advisory and Fortress Insurance Services work to support this mission by filling gaps and making Fortress your trusted advisor for all things financial.

We specialize in Integrated Comprehensive Wealth Management.  Our vast resources and access to subject matter experts, gives us the ability to offer a truly unique, customized, and unbiased approach to serving all of your financial needs.  We provide specialty programs you won't find anywhere else like Integrated Financial Planning for Doctors, Financial Planning for Business Owners and Custom Retirement Plans for Businesses, a local private portfolio management team for High Net-Worth Investors, Federal Employee Financial Planning and Benefits analysis, and Group Benefits and Insurance for Businesses.  While most of our client's are located in Arizona we do work with a select group of client's across the United States.  Contact us today for a one hour no obligation review and find out how we can help you.

Market Snapshot

today's market


Our mission is to build and protect your Financial Independence. We believe that Financial Independence begins with a strong foundation which requires four equally important cornerstones. Next Page »

Fortress Financial Strategies, LLC | 20325 N 51st Ave Ste 134, Glendale, AZ 85308 | 623-255-5180
Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser.
This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

Website Design For Financial Services Professionals | Copyright 2016 All rights reserved