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.
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.
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.
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.
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.
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 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.View Full Bio
Michael Skowfoe is a Founding Partner of Fortress Wealth Planning. With nearly 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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Jim Williams is a Founding Partner of Fortress Wealth Planning. He brings nearly 30 years of financial services experience to the team. Jim provides clients with goal-based investment advice, which requires a full understanding of multi-generational financial planning and a focus on risk management. His consultative approach helps identify any gaps between risk needs and risk preferences. Jim takes pride in helping families truly understand what a disciplined investment strategy can achieve as it relates to their most important goals.
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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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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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