About Hero

About Fortress Wealth Planning

Our Financial Advisory Team Has Your Back

A Fortress to Help Protect You Amid Uncertainty

We call our firm Fortress Wealth Planning because we provide a haven for people in times of uncertainty. Founded in 2017, our firm has brought together a team of experienced professionals who genuinely care about clients.

We work together to provide wealth management services for business owners facing a company transition and women who are recently widowed or divorced in Ponte Vedra Beach and throughout Jacksonville area.

Why Us?

Mission

Mission

We exist to provide thoughtful guidance, comprehensive financial planning, and robust investment knowledge so you can navigate life’s transitions with confidence. Our objective is to help you to live your one financial life in exactly the way you want.

Values

Values

We understand that you’re entrusting us with more than your assets—you’re entrusting us with your future. We take this responsibility seriously, which is why we are a fiduciary financial advisor. We always act in your best interest—no exceptions—and we foster relationships rooted in trust.

Experience

Our team members all have expertise areas, enabling us to provide financial planning and investment management to meet your specific concerns and goals. Our credentials include the Chartered Financial Analyst® (CFA), Certified Trust and Fiduciary Advisor (CTFA), and Accredited Estate Planner® (AEP) designations.

Knowledge & Flexibility

Your services should be adaptable so they can evolve with your life’s vision. We combine the flexibility, responsiveness, and personalization that you normally find at a boutique financial planning firm with the depth of services and investment acumen of the largest wealth management firms.

Integrity

Integrity

We are a fee-only financial advisor, which means we have no sales goals and receive no commissions. We are paid only by our clients. This enables us to select only those resources and solutions that align with your objectives. We are devoted to objective advice and a transparent service model.

Coordination

We Go the Distance

Coordination is central to our service to you. We coordinate with you, our team coordinates with one another, and we coordinate with your other advisors, such as your CPA or estate planning attorney, to help ensure alignment and cohesion across all the areas of your financial life.

Meet the Fortress Wealth Planning Team

Eileen E. Ortega, CTFA
Partner

Phone: (904) 301-4541
eortega@fortresswealthplanning.com

Eileen Ortega is a Founding Partner of Fortress Wealth Planning. She brings more than 25 years of experience in private wealth management to the team.

Eileen specializes in working with individuals and families to establish, modify and administer their financial and estate plans, creating a blueprint for their long-term personal and legacy goals.

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Michael G. Skowfoe
Partner

Phone: (904) 301-4542
mskowfoe@fortresswealthplanning.com

Michael Skowfoe is a Founding Partner of Fortress Wealth Planning. With over two decades of experience in financial services and building a private wealth management practice, Michael is committed to helping clients pursue their dreams with personalized wealth management solutions. He leads individuals, families and entrepreneurs through a disciplined planning experience to address estate, cash-flow, philanthropic, business succession planning, tax, investment and risk management strategies.

 

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Jay D. Rolfe, CTFA
Partner

Phone: (904) 301-4544
jrolfe@fortresswealthplanning.com

Jay D. Rolfe is a Founding Partner of Fortress Wealth Planning. Jay has more than 30 years of experience in private wealth management working in administration, management, business development and relationship management. Jay is passionate about helping individuals, families and business owners formulate, implement and manage short- and long-term financial plans and strategies that help them achieve their financial and wealth transfer goals and objectives.

 

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Joshua Ali, CFA®, CFP®
Investment Strategist

Phone: (904) 301-4538
jali@fortresswealthplanning.com

Josh Ali is an Investment Strategist with Fortress Wealth Planning, where he assists in providing the firm’s investment strategy and solutions to meet the specific objectives of our clients. Josh takes a goals first approach to building portfolios, learning what’s important
to families and building a strategy to best help them succeed.

 

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Greg Chapas
Wealth Advisor

Phone: (904) 895-6592
gchapas@fortresswealthplanning.com

Greg Chapas joined the team at Fortress Wealth Planning in October 2023. With previous experience in the Financial Services industry as an Advisor, he was drawn to the more comprehensive and personalized approach that Fortress Wealth Planning delivers to clients.

 

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Dalton R. McIlrath, CFP®
Financial Planner

Phone: (904) 895-4183
dmcilrath@fortresswealthplanning.com

Dalton joined the Fortress Wealth Planning team in January of 2024, and is eager to serve clients in achieving their financial goals while building meaningful and enduring relationships.

 

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