New hire supports the firm’s continued growth and commitment to client service
GLENDALE, AZ — May 1, 2026 — Fortress Financial Strategies, a multi-family office specializing in private wealth management, retirement planning, and financial advice, has announced the hiring of Grace Moore as a Client Services & Administrative Coordinator.
In her new role, Grace will support the firm’s administrative operations and contribute to the client experience for current and prospective clients. The addition reflects Fortress Financial Strategies’ continued growth and its commitment to delivering organized, responsive, and professional service across the firm’s private wealth management and financial planning relationships.
Fortress Financial Strategies serves individuals and families, high-net-worth investors, corporate executives, and small business owners through a coordinated approach to financial planning, retirement planning, investment portfolios, wealth management, risk management, and business continuity planning.
“We are elated to have Grace step into the administrative role here at our corporate headquarters,” said RM Daugherty, Director of Marketing & Communications at Fortress Financial Strategies.
The firm’s service model is built around helping clients align their investments, retirement planning, and risk planning under one disciplined strategy. With Grace joining the administrative team, Fortress Financial Strategies continues to strengthen the internal support structure behind its client-focused planning process.
Based in Glendale, Arizona, Fortress Financial Strategies works with clients throughout the West Valley, Greater Phoenix, and nationwide through virtual advisory services. The firm offers in-office and virtual meeting options designed to support clients with busy schedules and complex financial needs.
About Fortress Financial Strategies
Fortress Financial Strategies is a Glendale, Arizona-based multi-family office specializing in private wealth management, retirement planning, and financial advice for individuals, families, corporate executives, and business owners. The firm provides coordinated planning across personal financial planning, retirement planning, business owner planning, integrated wealth management, investment management, estate planning, tax planning advice, business succession planning, executive compensation, insurance planning, and related financial services.
Fortress Financial Strategies focuses on helping clients build and protect financial independence through disciplined planning, coordinated strategy, and long-term advisory relationships.
Media Contact
RM Daugherty
Director of Marketing & Communications
Fortress Financial Strategies
Website: https://www.fortressfinancialstrategies.com
Email: randy@thefortresscompanies.com
Phone: 623.255.5180