Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
An effective estate can spell out your healthcare wishes and ensure they’re carried out – even if you are unable to communicate.Learn More
A sound insurance program can help protect your family from the financial consequences of unexpected events.Learn More
Understanding Today’s Financial Environment
Welcome, we’re Fortress Wealth Management, a financial organization in Tennessee. Our team strives to provide an exceptional experience for our clients—understanding, empathy, and trust are at the heart of what we do. We serve a wide range of individuals, families, and companies with unique goals and challenges. We have accumulated considerable experience helping them address critical and often complex areas of wealth management. As a result, we are able to leverage our specialized skill set and practical solutions to address a variety of specific needs.
Our clients have, in most cases, spent a lifetime building their wealth. They look to us to provide an effective balance of growth, combined with careful planning and confident decision making to help preserve their financial well-being and prepare for the next stage of their lives.
Through LPL Financial, we offer access to a full complement of asset classes and investment alternatives. Our service offerings, while diverse, are driven by a single priority: the integrated wealth management needs of our clients.Contact Us
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Here are five facts about Social Security that are important to keep in mind.
The federal government requires deceased individuals to file a final income tax return.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Women must be ready to spend, on average, more years in retirement than men.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
All about how missing the best market days (or the worst!) might affect your portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.