Your Financial Fortress When Life Changes
Shift from Anxiety to Confidence
When change comes knocking at your door, you can end up feeling uncertain. It doesn’t matter whether the change is expected or unexpected, or if it’s positive or negative. Your life is in flux, and it’s got you feeling anxious.
We are a fiduciary financial advisor in Ponte Vedra Beach, Florida, helping people through times of change. We primarily work with business owners facing a transition for their company and with women building new lives on their own.
Like a fortress, we take a defensive approach to safeguarding your immediate needs. We then go on the offensive by laying the groundwork for the future. We are here to guide you out of the uncertainty of change and help restore your financial confidence.
Where Are You in Your Transition?
I’m a Business Owner Seeking to Transition Out of My Business
You’ve always been in charge of your fortunes. You built a successful company and provided for your family. Now that you are thinking about transitioning out of your business, you need someone with expertise to help preserve your wealth now while building toward a fulfilling new stage of your life.
Why Fortress Wealth Planning?
You Come First
We genuinely care about you and want you to feel confident about your financial life. As fiduciary, fee-only financial advisors, we always put your best interest first and are paid no commissions. Our loyalty is with you.
Our Team Collaborates
You have the support of not just one advisor but the guidance of our entire team, each lending their expertise to your transition. Our credentials include the Chartered Financial Analyst® (CFA), Certified Trust and Fiduciary Advisor (CTFA), and Accredited Estate Planner® (AEP) designations.
We Go the Distance
We lead the coordination with your other professionals, such as attorneys and CPAs, so you don’t have to. Because we know how overwhelming personal finance can be, we often assist in areas that financial advisors usually do not. If you face an issue, please call us—we are here to help.
You can look forward to a different kind of conversation with our firm.
It’s a conversation that ranges beyond your investment returns and your finances in general. It’s a conversation that centers on your life—where you are, the changes you are experiencing, and your values, concerns, and goals.
This is an ongoing conversation so we can adapt your financial planning to your evolving needs and dreams. We are here to support you through this major life change and any changes to come.