Estate Planning

We are pleased to provide Estate Planning services in tandem with Wealth, a leading provider of personalized solutions combining the efficiencies of  technology and the expertise of their attorneys.  Your Fortress representative will be working with you and the Wealth team to achieve your desired outcome for the structuring and distribution of your assets. 

Securities and Investment Advisory Services offered through Fortress Private Ledger, LLC.  Member FINRA/SIPC.    Fortress Private Ledger and are separate entities and not affiliated with one another.  Fortress Private Ledger is operating as a Registered Investment Advisor providing estate planning advice and consulting.  Client acknowledges Fortress Private Ledger is not providing legal advice nor practicing law as part of this engagement.