Broker Check
Skyline Tennessee Greenway
 

Investments

 

Retirement

 

Estate

 

Insurance

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 Cetera Advisors LLC, 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




Helpful Content

Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Prescription Drug Benefits Under Medicare (Part D)

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

 

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

View all articles arrow

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

View all videos arrow