A sophisticated approach to planning.
Fortress Wealth Advisors is an independent, fee-based financial advisory firm with advisors who have a foundation in comprehensive financial planning. As an independent firm of financial advisors, we take great pride in positioning ourselves to work on the same side of the table as our clients—working to find suitable strategies and investments to help achieve your goals, regardless of the company that offers them. We work primarily with high net worth individuals, medical professionals, business owners, trusts, and high earning clients to provide personalized financial plans and investment strategies while also providing elite level service. There is a great need for a more sophisticated level of service and planning for the clientele we work with, and we see it as our goal to provide that to our community.
Holistic · Goals Driven · Customized Plan
To work towards the goal of Intentionally Designed Wealth, we have carefully tailored a defined process for our clients. We call our process Wealth By Design™, because we believe every financial decision should made with intent and purpose.
Areas of Practice
Part of making a financial plan is helping protect you from certain risks. We work with client’s to identify those areas of concern, and we find the balance between having the right amount of protection yet not exceeding what is necessary.
We develop customized investment strategies that vary depending on the needs of each client. We follow our investment process to identify a strategy that suits your needs, and use our comprehensive and independent approach to provide a portfolio that is unique to your situation.
Estate planning requires navigating a lot of different areas of expertise and can have many moving parts. We work with your trusted professionals to ensure that your estate plan is complete, comprehensive, and is reviewed regularly so we can update as circumstances change.