Brett Andrews is the Senior Wealth Manager and Certified Wealth Strategist® at Fortress Financial Strategies, LLC. He has worked with individuals and businesses managing their assets since 1998. He also is a Certified Exit Planner ™ and Certified Exit Planning Advisor® specializing in Business Value Building and Exit Planning for Business Owners.
Brett’s mission is to help clients reach Financial Independence sooner with Less Risk and Lower Taxes. Brett’s experience as a Senior Portfolio Manager for Wall Street firms during some of the most volatile financial markets in history led him to develop unique methods for portfolio design. These methods include far more than just traditional stocks, bonds, and mutual funds. To accomplish this Brett has combined modern financial planning and wealth management techniques with technical, quantitative, and behavioral analysis, to achieve a truly unique, dynamic, and customized approach to total wealth management.
As a Certified Wealth Strategist®, Brett believes that to Build and Protect Financial Independence one must have a Comprehensive Integrated Financial Plan. To accomplish this, he becomes a client's Financial Advocate which he feels is one of the most important pieces often missing in many financial plans. As a Financial Advocate, he evaluates the total financial picture to discover inefficiencies. Then, he coordinates the planning process with a client’s other trusted advisors. Next, he proposes solutions to help resolve any gaps or create savings versus the current structure. Finally, he implements and maintains a plan that is custom-designed to accomplish the client’s objectives. The Personal Wealth Management Priorities include:
o Insurance Planning
o Tax Issues
o Asset Protection
o Debt & Credit Issues
o Retirement & Income Planning
o Executive Compensation Issues
o Education & Family Support Planning
o Charitable Giving & Legacy Planning
o Estate & Continuity Planning
As the founder of The Fortress Companies, Brett’s passion is to work with Business Owners and Investors that want to begin the next chapter of their life with confidence.
The Nonqualified Plan Advisor (NQPA™) credential – allows Brett to demonstrate his knowledge, expertise, and commitment to working with nonqualified deferred compensation and nonqualified executive compensation plans. He has earned his qualification as an NQPA™ to demonstrate the expertise required to advise employers on nonqualified plan design and plan financing.
Brett also holds the designation of Certified Exit Planner™ (CExP) the Business Exit Planning industry’s highest certification. Developed by the Business Enterprise Institute, BEI's CExP designation has set the industry standard in distinguishing professionals who have attained advanced expertise in Exit Planning through study, testing, and ongoing education in the following areas:
As a Certified Exit Planning Advisor®, Brett has earned the CEPA® designation and has the ability to holistically serve business owners’ needs regardless of the timing of their exit. CEPA®s lead teams, enable educated decisions and create positive change and successful exits. Advisors that change the look of Exit Planning for today's Business Owner.
Degrees, Accreditation's, and Achievements
- Senior Private Investment Portfolio Manager (PIM)- Wells Fargo Advisors, LLC
- Senior Quantum Portfolio Manager- Wachovia Securities, LLC
- Quantum Portfolio Manager- Prudential Securities
- Level 3 candidate for the CMT (Chartered Market Technician) designation
- Advanced Broker Institute (Dorsey Wright & Associates) specializing in Point & Figure Technical Analysis*
- Intermediate Broker Institute (Dorsey Wright & Associates) specializing in Point & Figure Technical Analysis*
- Bachelors Business Administration- University of Phoenix with partial work at University of Texas at Austin
- Marketing Associate- Salomon Smith Barney
*Technical analysis is based on the study of historical price movements and past trend patterns. There is no assurance that these movements or trends can or will be duplicated in the future.
- Series 7-General Securities Representative
- Series 31-Managed Futures
- Series 63-Uniform State Registration
- Series 65-Uniform Investment Advisor Representative
- Insurance Licenses-Annuities, Life, Health, Disability
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
A diversified portfolio does not assure a profit or protect against loss in a declining market
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.