Our Firm-Fortress Financial Strategies
Independent Locally Owned - Unique Financial Strategies - Focused on You
At Fortress Financial Strategies we understand that your individual financial situation is unique. You deserve to have a Financial Advocate with an equally unique approach designed to help put you on track to addressing your financial goals.
As an independently run family owned firm, we have no obligation to sell proprietary products or services. This freedom affords us the ability and selectivity to offer only those investment products and services that we believe are best suited to help meet your financial objectives and goals. Our independence allows us the capability to actively search for and utilize many products and services that can’t be found at other firms. Also, with over a decade of experience as a portfolio manager, Brett has far more to offer than many advisers that have been salesmen for their entire careers. This experience provides Brett with the ability to apply a unique technical overlay to allocations as well as the capability to interview and converse with portfolio managers on your behalf.
This is one of the main benefits of working with an independent financial consultant with hands on experience and actual knowledge of how the markets work. We offer you timely, unbiased investment advice, while providing access to top performing hard to access portfolio managers, products, and allocations with unique custom designs. All of this comes combined with our promise to do so with the highest level of integrity and service. We pride ourselves on the fact that we treat our clients as family and consider pursuing their goals and dreams the most important part of our mission.
To help achieve our mission we are proud to affiliate our business with our broker dealer, First Allied Securities, Inc.
About First Allied Securities, Inc.
First Allied Securities, Inc., serves as the firm of choice for independent financial advisors who seek to grow their businesses. First Allied’s exclusive business development platform has been constructed to provide entrepreneurial advisors with the industry's most comprehensive platform for growth. First Allied is a member of Cetera Financial Group, retail investment advice platform.
Contact us today in Glendale/Phoenix, Arizona at 623-255-5180 so we can get to work for you.