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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 meet you 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 Strategist®

(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

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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Choose Your Own Retirement Adventure

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
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Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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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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Tell Us How We Can Help You Today

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