The Fortress Blueprint
Crafting Your Family's Financial Stronghold
- TACTICAL APPROACH / DEFENSE
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.
- ACCESS
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.
- STABILITY
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.
Strategies for Now and the Future
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.
A Partnership for Your Financial Confidence
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.
