Welcome to Fortress Wealth Management

 

Our Philosophy

Fortress Wealth Management advisors strive to provide wealth management that is second to none a home-town ethics with Wall Street savvy. We are guided by:

PLANNING:

Understanding that what is right for one investor may not be right for another, FWM clients are entitled to knowledgeable, unbiased advice, tailored to their unique needs. Our state-of-the-art tools and strategies help us provide appropriate strategies in order to meet our clients individualized needs.

INVESTMENT:

Built on the belief that people work hard for their money and their money should work hard for them, FWMs investment philosophy includes the understanding that investors face risk in order to reap financial reward. FWMs objective is to provide balanced portfolios with the most appropriate investments for our investors, minimizing the risk they take in order to produce the greatest returns.

CUSTOMER SERVICE:

Clients are far more than account numbers to the Fortress Wealth Management staff we strive to build relationships, and our FWM clientele deserve, and receive, excellent personal customer service. Our goal is to be second to none.

CODE OF ETHICS

All Fortress Wealth Management personnel adhere to a high degree of ethics: (CFP Board of Standards Code of Ethics) Integrity, Objectivity, Competence, Fair Treatment, Confidentiality and Privacy, Professionalism, Diligence.