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.
Using a full balance sheet approach, Michael seeks to understand how clients’ current situations, feelings, future plans and family dynamics impact their financial lives. He takes personal responsibility for the overall client relationship and implementation of integrated strategies based on each client’s distinct needs and priorities. Michael believes that everyone should have a clearly defined plan in order to achieve and sustain their financial legacy.
Previously, Michael worked at Wells Fargo Bank and predecessor firms for 18 years, most recently in its Private Bank as a Senior Vice President and Wealth Advisor. He was a member of the firm’s Advisory Cabinet to Management from 2013 to 2017.
Additionally, Michael was recognized by Barron’s as a “Top 1000 Financial Advisor” in 2013.
Michael earned his Bachelor of Business Administration degree in Corporate Finance and Economics from the University of North Florida. He is a past member of the Independent Living Resource Foundation and Hands on Jacksonville Blueprint for Leadership.
Michael lives in Jacksonville near the beaches with his wife, Lisa, daughter, Ava, and dog, Zoe. The family enjoys boating, fishing, travel, food and wine.
Phone: (904) 301-4542