It May Be Time for a Financial Checkup

It's never a bad time to speak with your financial advisor about changes in your situation.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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Private Wealth Management Discover the Difference

Integrated planning designed to meet your unique needs.

Business Owners

Personal Investments

Asset Protection

Your Goals, Our Strategies

Private Wealth Management Priorities™

Financial, Retirement, & Income Planning
No matter where you are in life we believe everyone should have a plan. While some plans are more complex others just help you stay on track to meet your goals.

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Portfolio Management & Investment Planning
Fortress has over 20 years of in-house portfolio management experience with unique strategies you can't find anywhere else.

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Proactive Tax Planning
True Proactive Tax Planning is not only something you do in April but all year long so no opportunities are missed.

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Insurance Planning
Our dedicated professionals can help create the insurance strategy you need. Protect your family and business from the financial consequences of life's unexpected events with our help.

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Asset Protection & Risk Reduction Planning
True asset protection starts with the correct positioning of assets while also ensuring that there are no weak spots that could catch you by surprise.

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Budget, Debt & Credit Planning
The best companies in the world understand their cashflow, budget, debt, and credit situation. We believe that to achieve personal goals individual investors should do the same.

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Corporate Officer & Small Business Benefit Planning
Whether you are a Corporate Officer looking to understand your benefits package, or a small business looking to retain employees we can you understand your options.

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Education & Family Support Planning
Planning for your children's education can be can be overwhelming. We can help you navigate the rough waters of education planning.

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Charitable Giving & Legacy Planning
People donate to charities for many reasons. Some do so for the tax benefits, some to create a legacy, and others to help the causes they believe in. No matter your reason we can help.

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Estate, Continuity & Exit Planning
Effective estate, continuity, and exit planning enables you to manage your affairs during your lifetime and beyond. With access to our experience, resources, and subject matter experts we'll help secure your legacy for generations to come.

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Meet Our Team

Put our experience to work for you.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

About Us

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have over four decades of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

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