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.