Broker Check

Home > About > Our Firm

Our Firm

Contact us today in Glendale/Phoenix, Arizona at 623-255-5180 so we can get to work for you.

<h3>Independent Locally Owned - Unique Financial Strategies - Focused on You</h3>

Independent Locally Owned - Unique Financial Strategies - Focused on You

At Fortress Financial Strategies we understand that your individual financial situation is unique. You deserve to have a Financial Advocate with an equally unique approach designed to help put you on track to addressing your financial goals. 

The Fortress Difference

The Fortress Difference

As an independently run family owned firm, we have no obligation to sell proprietary products or services. This freedom affords us the ability and selectivity to offer only those investment products and services that we believe are best suited to help meet your financial objectives and goals. Our independence allows us the capability to actively search for and utilize many products and services that can’t be found at other firms.

Also, with over a decade of experience as a portfolio manager, Brett has far more to offer than many advisers that have been salesmen for their entire careers. This experience provides Brett with the ability to apply a unique technical overlay to allocations as well as the capability to interview and converse with portfolio managers on your behalf. 

Client Centered

Client Centered

One of the main benefits of working with an independent financial consultant with hands on experience and actual knowledge of how the markets work. We offer you timely, unbiased investment advice, while providing access to top performing hard to access portfolio managers, products, and allocations with unique custom designs.

All of this comes combined with our promise to do so with the highest level of integrity and service. We pride ourselves on the fact that we treat our clients as family and consider pursuing their goals and dreams the most important part of our mission.

<br/><h3>About First Allied Securities, Inc.</h3><br/>

About First Allied Securities, Inc.

To help achieve our mission we are proud to affiliate our business with our broker dealer, First Allied Securities, Inc.

First Allied Securities, Inc., serves as the firm of choice for independent financial advisors who seek to grow their businesses. First Allied’s exclusive business development platform has been constructed to provide entrepreneurial advisors with the industry's most comprehensive platform for growth.

First Allied is a member of Cetera Financial Group, retail investment advice platform.

How We Work - A Multi-Family Office

The Fortress Companies operates as a multi-family office (MFO) for Business Owners and high-income families. We are an independent advisor that supports multiple families and manages their entire wealth as a whole. We provide a variety of financial services including private portfolio management, tax planning, estate planning, risk management, financial counsel, lifestyle management, Business Value Building, Exit and Succession Planning for business owners, philanthropic management, and more.

Our purpose is to coordinate and integrate the investment, estate planning, and other financial needs of affluent families and business owners. 

Learn more


  • Integrated Wealth Management
  • Coordinated Business & Personal Planning
  • Access to in-house Portfolio Manager
  • Creative financial solutions
  • Increased tax-efficient cash flow
  • Expense reduction strategies

Services Included

  • Investments
  • All Personal and Business Insurance
  • Strategic Tax Planning
  • Private Portfolio Management
  • Financial Planning
  • Business Coaching and Advisory
  • Business Succession and Exit Planning
  • Business Valuations
  • Estate Planning
  • Philanthropic Planning
  • Foundation Management