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
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
For some, the social impact of investing is just as important as the return, perhaps more important.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Lifestyle considerations in creating your retirement portfolio.
Term insurance is the simplest form of life insurance. Here's how it works.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Learn a little about worldwide currency in this fun infographic
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Making the most of surprises is a great reason to work with us.
That big list of dreams and goals isn't the only way to look at your bucket list.
How will you weather the ups and downs of the business cycle?
Smart investors take the time to separate emotion from fact.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.