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
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Do you understand these common mobile slang terms?
This article may help you maximize the benefits of your donation for your chosen charity.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Learn a little about worldwide currency in this fun infographic
It's important to understand the pros and cons when considering a prepaid debit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
When do you need a will? The answer is easy: Right Now.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Agent Jane Bond is on the case, cracking the code on bonds.
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.