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.

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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.

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The Cycle of Investing

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

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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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Financial Advice | Wealth Management

Retirement, Tax & Financial Planning, Business Value & Exit Planning

Integrated planning designed to meet your unique needs. Fortress Financial Strategies will provide a comprehensive, individualized approach to help meet your financial goals.

Investment Planning

Retirement & Income Planning

Risk & Protection Planning

Estate & Legacy Planning

Wealth Management

Tax Planning

in addition to helping High-Net Worth Business Owners with:

Value Building

Exit & Succession Planning

Business Planning

Investment Planning

Protection Planning

Tax Planning

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 help 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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