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Grow & Protect Wealth | Retirement Planning Financial Advisor Phoenix, AZ

Integrated planning designed to meet your unique needs.

Fortress Financial Strategies will provide you a comprehensive, individual approach to help meet your financial goals. Whether you're preparing for retirement, asset protection, or estate strategy, our personalized financial planning service focuses on your needs, wants, and wealth objectives.

Your Goals, Our Strategies

Private Wealth Management Priorities™

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.

- Financial Planning

- Wealth Growth/Preservation

- Retirement Planning

- Investment Advice

- College Savings Plans

- Tax Planning


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.

Connect With Us
Brett Andrews

Brett Andrews, CExP™

Certified Wealth StrategistĀ®

(623) 255-5180

(623) 237-3481

Justin Lunde

Justin S. Lunde, MBA, CRPC

Wealth Advisor

(623) 255-5180

(623) 237-3481

Rebecca Andrews

Rebecca Andrews

Operations Director

(623) 255-5180

(623) 237-3481

Tara Groody

Tara Groody

Executive Assistant/Operations Specialist

623-255-5180

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?
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Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
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Why Choose Fortress Financial Strategies?

CPFA Certified

CPFA Certified

We create strategies that are tailored to your needs and goals.

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CWS Designation

CWS Designation

Years of experience have prepared us to guide you through your life transitions.

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Multi-Family Office

Multi-Family Office

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Not A Client Yet? Get Started With Our (12) Complimentary Educational Materials

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Tell Us How We Can Help You Today

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