Let’s Begin Building Your Fortress
for This Time of Change
Objective Advice from an Independent Advisor
Wealth Management for Your Life’s Transition
With an office in Ponte Vedra Beach, Florida, our independent financial advisory firm helps people across the Jacksonville area navigate change with self-assurance. You can consider us as your fortress, and your financial plan as your shield. Our team is here to help you feel confident about today and tomorrow.
To get started, schedule a complimentary introductory call.
We will discuss the transition that has prompted you to reach out and how we may be able to help. We will see if their is a mutual fit and if not, point you in the right direction to another resource.
Meet with us for a discovery meeting.
We can meet in person or virtually to discuss your current and future goals, initial strategies we recommend, and how our fee schedule works.
Why Fortress Wealth Planning?
I’m a Business Owner Ready to Transition My Company
You’re a successful business owner considering a big change—the transition of your company. We may be a good fit for you if you want financial strategies that help you feel empowered about your transition and the financial freedom that comes after.
I’m a Widow Finding My Financial Footing After Loss
Your spouse recently passed, and you need some financial assurance. We may be a good fit for you if you want someone who will look deeply into your financial situation and take steps to help make sure that your finances are—and will remain—just fine.
I’m a Divorcee Seeking to Build a New Life
You are recently divorced (or still going through it), and you need to know that you are making the right financial choices. We may be a good fit for you if you seek a professional who understands what should be done now while helping you envision and create your next life chapter.