Letter from the Fortress Team

Dear Friends,

We are writing to thank you for the trust and confidence you have placed in us throughout the years, especially through extraordinarily difficult economic times. With this, we would like to share some exciting news. In order to better serve you and your family, we have made the decision to resign from our former firm, and launch our own wealth management practice, Fortress Wealth Planning.

overview

Why Fortress

Fortress Wealth Planning serves our clients as trusted advisors, creating and implementing personalized strategies that help you preserve your legacy and pursue your goals.

We are a boutique, private wealth management practice providing financial stewardship and customized portfolio management services to successful individuals and families, entrepreneurs, and institutions.

We are committed to upholding the highest standards of quality, integrity and service in all that we do. The name “Fortress” was chosen because it stands for safety and protection, and the word “Planning” because we believe everyone should have a clearly-defined plan in order to achieve and sustain their financial legacy. In our role as fiduciaries for you and your family, the concept of “protection” is of the utmost importance to us. We take our duty as the protectors of your goals and assets very seriously. So seriously, in fact, that we wanted that mission reflected in our name.

Our Fiduciary Commitment

We serve you, your family and your business as fiduciaries. A fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. It is a relationship in which one person has an obligation to act for another's benefit.

We are not beholden to sales agendas or proprietary products—rather, our partnership with HighTower gives us access to quality investment solutions from top firms and service providers. Our model enables you to benefit from competitive pricing, as well as a diverse selection of sophisticated products and services.

Legal

As fiduciaries, we are held to strict regulatory codes, laws designed to protect investors and high ethical standards.

In addition to our legal duty to put our clients’ interests first, HighTower offers an added level of compliance support to help ensure that we conduct all aspects of our business per the fiduciary standard, as well as SEC and FINRA regulations.

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Reporting

With HighTower’s Client Portal, a resource developed in partnership with eMoney (a market-leading software provider), we offer you a comprehensive, customized view of your wealth for enhanced, goals-based performance reporting. With sophisticated features that include a snapshot of your assets, monthly spending and budget tracking, our team optimizes this tool to help you address and meet your personal goals.

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Custodian

We maintain an important strategic relationship with Fidelity, a family-owned and privately held business with deep conservative roots. Fidelity is one of the largest asset custodian and brokerage firms in the world, with more than $5.4 trillion in client assets. It did not need the bailouts and other Wall Street excesses so common to the major investment firms over the last 30 years.

In addition to holding our clients’ assets, Fidelity also processes wire transfers, prices securities, provides audit confirmations, and issues trade confirmations and client statements.

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