Fortress Wealth Management Information

We help clients clarify and define their family's financial goals and vision, as well as understand their concerns. We consider many aspects of a client's life, including: -Specific income flows -Tax circumstances -Current and future expenses -Charitable giving and legacy goals -A detailed analysis of existing and future assets -Tax savings opportunities Then, we put it all together in a Financial Plan to help clients achieve their wealth goals in the most dependable and stress-free way possible. Fortress believes that all investment portfolios should be established within the context of specifically defined financial planning goals and customized strategies – and then managed in a way to reach those goals with the least amount of risk.