Discipline | Strength | Durability
In today’s financial climate, competently creating a financial strategy on your own can be incredibly difficult. Fortunately, Fortress can guide you through the complexities of your financial decisions.
A tactical approach to investment portfolio management focuses on risk management as a primary objective. Our goals during low & high volatility environments are based off an offensive and defensive strategy.
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A key component to crafting a diversified, time-tested, and comprehensive portfolio is having access to institutional quality alternative investments. Alternative investments are an often overlooked asset class.
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At the foundation of a durable retirement income plan are stable and predictable income sources such as Social Security that can support the basic living expenses of housing, healthcare, food, and transportation during retirement.
At Fortress Tactical Wealth Management, we help families and individuals secure their financial futures by focusing on a risk management-oriented approach. Our financial solutions are built on the premise that there is no single silver bullet investment strategy, and a multi-strategy approach is the foundation to discipline, strength, and durability in investment portfolio management and retirement income planning.
We have a full portfolio of financial services that can help you through every stage of life. We don’t use pre-crafted, generic financial plans because we know they may not be appropriate for everyone’s financial situation. Instead, we create custom solutions for each client who entrusts us with their financial planning needs.
When you’re ready to learn more about the services we offer and how we can help you meet your short-and long-term financial goals, let us know. We’ll stop by for a personal house call across the kitchen table or we can meet at the office, whichever is most convenient for the family. Then, we'll create a holistic financial plan to help you work towards achieving financial independence, however you define it. Based on your unique situation, we will build an investment portfolio and retirement income plan and monitor and adjust it as goals and market conditions change over time.
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future
Thoughtful insight on market news.
Helpful documents provided by the LPL Research Team.
Curated articles, videos, and more for a financially savvier you.
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Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There is an old adage: "If you fail to plan, you plan to fail." This is especially true when considering how to retire comfortably. No matter where you are in your career, now is the time to begin working with a dependable holistic wealth management advisor that can help you manage your investment portfolio, clarify your goals, and meet your long-term needs.
There isn't a one size fits all approach to your financial future. We provide personalized financial guidance and work to ensure our clients – and prospective ones – feel confident in the decisions we make in their financial lives.
We believe that each client deserves to feel valued by their financial advisor. With no stone unturned, we act as your trusted partner, working together to achieve your financial goals and dreams.
If you are unsure if you are on track for your financial goals and would like an experienced second opinion, we would like to meet you. Whether you need help diversifying your investment portfolio or you need a complete financial plan to help you stay financially secure, we can help. Contact us today to schedule a complimentary, obligation-free consultation at our conveniently-located office or in the comfort of your own home.
We're happy to address any questions you may have, even if you're not a current client. Please fill out the form below and we will reach out soon to help answer any questions.