Welcome to Fortress Financial Partners
Personalized Service to achieve peace of mind.
See how we can help you:
At Fortress Financial Partners, our clients and community are at the heart of what we do. Our mission is to provide our clients with an exceptional level of guidance. With over a hundred years of combined experience we have the knowledge and expertise to navigate uncertainty. We strive for our client success and have built our firm on these core principles:
- Integrity - Innovation - Teamwork - Performance
These principals define everything we do. By following them we offer our clients unparalleled levels of service and value.
Curated articles, videos, and more for a financially savvier you.
Comprehensive Financial Planning involves working with us on an on-going basis. We begin by establishing goals and values around money. From there we will determine and evaluate your cash flow, insurance and tax situation. With strong emphasis on behavior finance we will help you mitigate potential pitfalls so you can reach your goals
At Fortress Financial Partners we believe in the value of active management. We have our own proprietary investment portfolios for individuals and institutions. While we believe in the value of long term investing we think that active management can do more to deliver risk adjusted returns.
A well structured insurance strategy can help protect your loved ones from the financial consequences of life’s unexpected events. We are not captive to any insurance company and make decisions based on value to our clients.
Let us review and compare your plan to make it the best. Acting in the best interest of your plan and its participants we have the tools and resources to properly equip in navigating your duties as a qualified plan fiduciary. In addition, employees will have the added benefit of having a trusted advisor to help.
18 Years’ Worth of Days
A Bucket Plan to Go with Your Bucket List
9 Facts About Retirement