Wealth Management
At Fortress Tactical Wealth Management, we aspire to help clients with their journey toward financial independence, no matter where they are in life. While we serve a diverse client base that includes engineers, medical professionals, business owners and near-retirement teachers, we don’t limit the types of clients we assist with these products and services:
- Retirement planning
- Retirement income planning
- Comprehensive fee-based asset management
- Alternative investments
- Risk management (i.e., long-term care insurance)
- Variable and fixed annuities
- Education planning (i.e., 529 college savings plans)
- Mutual funds and Unit Investment Trusts
By implementing risk management strategies within a portfolio, we attempt to mitigate unpleasant financial surprises that can affect your life planning. Our wealth management process is thorough and comprehensive as we help our clients address today’s needs while planning for tomorrow’s dreams.
Alternative investments provide investors with exposure to markets and investment strategies that cannot be accessed through traditional fixed income and equity markets (such as real estate, commodity or natural resources). Investing in these investments is speculative, not suitable for all clients, and intended for experienced and sophisticated investors who are willing to bear the high economic risks of the investments.
