OVERVIEW

Why Fortress Wealth Planning

“Fortress” 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 word “protect” is of the utmost importance to us because, as you know, 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 MISSION

Our mission is to provide you with thoughtful guidance, robust investment knowledge and financial strategies that help you achieve your long-term objectives. We align ourselves with your needs and goals to preserve and grow your legacy with comprehensive wealth management strategies tailored to your distinct circumstances and preferences. We are committed to working with you to understand your values, needs, lifestyle and vision for the future.

OUR VALUES

At Fortress Wealth Planning, we understand that you’re entrusting us with more than assets—you’re entrusting us with your future. We take this responsibility very seriously, which is why we advise and act in your interests, and your interests alone. No exceptions. We believe in upholding values that align with our mission and foster deep client relationships rooted in trust.

EXPERIENCE

Our team’s deep portfolio management and financial planning experience enables us to develop comprehensive, custom strategies that support your long-term goals with your entire financial picture in mind.

KNOWLEDGE & FLEXIBILITY

We combine the responsiveness, flexibility and personalization of a boutique firm with the depth of services and investment acumen of the large wealth management firms.

INTEGRITY

We do not have sales goals, and we do not receive a commission on the products we recommend. Instead, we leverage access to top-tier resources and solutions, and select only those that align with and support your financial objectives. We are devoted to offering you objective advice and a transparent model.

COORDINATION

We work with you to create strategies that coordinate your overall estate and financial planning needs. Additionally, we partner with your CPA, estate planning attorney and other trusted advisors to ensure alignment and cohesion across all areas of your financial life.

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 some of the top firms and service providers. Our model can enable 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 standards, 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 our business per the fiduciary standard, as well as SEC and FINRA regulations.

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 uses this tool to help you address and meet your personal goals.

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.