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
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
What to Do When You Lose Your Wallet
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Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
The item most homeowners forget on their home improvement project checklist is insurance.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A quick look at how federal income taxes work.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
You’ve made investments your whole life. Work with us to help make the most of them.
Do you have causes that you want to support with donations? Here are three tips.
How do the markets usually react to elections? Was the 2016 election any different?