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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

Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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What's New for Social Security?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
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Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.
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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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