At Fortress we believe that consistency is a crucial piece of financial success. We ensure that we don’t deviate from addressing the the myriad of aspects that go into financial planning by following a defined process. We call our process Wealth By Design, because we want every financial decision to be made with intent and purpose.
Discover The Intent
At Fortress Wealth Advisors we believe in Intentionally Designed Wealth™. This means that we start by getting to know your situation, your goals & reviewing anything you currently have in place so we can be sure to know what you are trying to accomplish with your finances.
Investment Strategy
We sort through the countless stocks,bonds, mutual funds, index funds, ETF’s, alternatives & others investment products to develop a strategy that aligns with the plan we developed. Our fee-based & independent approach means there are no high commission investments or loyalty to one company. We only have 1 goal in mind as we strategize: executing your financial plan.
Design The Plan
Once we know what you are trying to accomplish, we design a comprehensive blueprint to follow to provide the highest likelihood of achieving your goals. At this step we are considering cash flow, investments, tax planning, risk exposures, estate planning and retirement analysis, just to name a few.
Implementation & Monitoring
Life changes for all of us, so it is crucial that your financial plan has flexibility and accountability. Once we implement your financial plan in a tax-conscious manner, we monitor your investments regularly. We benchmark the overall portfolio and the individual investments so that we can detect any areas that need to be improved. We also have proactive contact with you so that if something in your life changes, we can be ready adapt your financial plan as necessary.