Benefits of our Independence

Fortress Tactical Wealth Management is an independent firm supported by the robust resources of LPL Financial, the largest independent Broker/Dealer as reported by Financial Planning magazine June 1996-2019, based on total revenue.  They provide us with access to a comprehensive array of tools that enable Fortress to provide objective financial guidance to our clients. The benefits of our independence include:

  • As independent advisors, we have no obligations to investment product manufacturers, a parent company or shareholders.
  • We have no cross-sell quotas or home-office directives. LPL Financial has no proprietary products.
  • We spend our time developing customized strategies for the unique challenges you face.

You can feel confident that we put your interests first during our specialized approach to wealth management.



Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC


The LPL Financial Registered Representatives associated with this site may only discuss and/or  transact securities business with residents of the following states:  AK, AL, CA, FL, GA, IL, IN, KY, MA, MD, MI, NC, NV, NY, OH, SC, TX

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