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5623 Duraleigh Rd, Ste 141
Raleigh, NC 27612
P: 919-322-2761 | F: 919-882-9040
E: info@fortressfp.com

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03- Joe Video Fortress Retirement Plan Advisors Fortress Investment Management 01 - Fortress Insurance

True Wealth: All that money can’t buy and death can’t take away. 

Fortress Financial Partners is a comprehensive wealth planning and investment management firm based in Raleigh, North Carolina. As an independent and fee-based firm, Fortress Financial Partners specialize in serving professionals, business-owners, high net-worth families, and corporate retirement plan sponsors. We develop relationships that last a lifetime, based on our core values of advocacy, integrity, and service. From plan development and implementation, to systematic review and monitoring, our independence affords us the objectivity to place the interest of our clients at the center of everything we do.

PROCESS

We follow a disciplined approach to comprehensive financial planning, taking our clients through the "Advice for Life" process to develop a custom plan based on their personal priorities.

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PLATFORM

Leveraging leading-edge technology, we deliver a personal financial website for our clients, organizing and aggregating their Financial and Estate plans in a secure, single-sign-on portal.

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PARTNERS

Our strategic alliances allow us to draw on a wide breadth of resources from a variety of Financial, Institutional and Local Professional relationships in delivering you objective advice.

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