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.
Business Owners- Invest in Yourself and Your Future
Learn how financial planning can help small business owners design the life —and live the lifestyle—of their choosing in their retirement years.
How to Save for Retirement
Let’s make sure you’re prepared for retirement. Check out this video to see if you’re on the right track.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Private Wealth Management Discover the Difference
Integrated planning designed to meet your unique needs.
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.
Learn More - Portfolio Management & Investment Planning
Fortress has over 20 years of in-house portfolio management experience with unique strategies you can't find anywhere else.
Learn more - Proactive Tax Planning
True Proactive Tax Planning is not only something you do in April but all year long so no opportunities are missed.
Learn more - 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.
Learn more - 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.
Budget, Debt & Credit Planning
Learn moreThe 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.
Learn more - 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.
Learn more - 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.
Learn more - 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.
Learn more - 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.
Are you looking to reduce your tax bill?
Learn MoreAre you looking to reduce your insurance costs?
Learn MoreAre you a Business Owner looking to Grow, Exit, or leave a legacy?
Learn MoreDo you have an up to date personal financial plan?
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