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About Us

Independent Financial Planning That Prioritizes Your Needs

At Fortress Wealth Management, we prioritize the needs of our clients to empower them with financial confidence and clarity throughout their journey. Nothing is more important than seeing you revel in the success of a tailored strategy and we will do everything in our power to make this a reality for you. 

Empowering You To Financial Confidence Through Education

Empowering You To Financial Confidence Through Education

We educate clients to add clarity to their financial journey so they can feel confident about the future. This means translating complex financial jargon into clear, actionable insights, enabling clients to make informed decisions with ease and assurance.

Using Our Comprehensive Experience To Maximize Your Financial Potential

Using Our Comprehensive Experience To Maximize Your Financial Potential

At the core of our service is a commitment to using our extensive experience to enhance your financial potential. Our seasoned professionals blend industry insights with tailored strategies, optimizing every part of your financial landscape for success.

 

Our Core Values

Guided by our core values, which mirror our commitment to your financial needs, our team works diligently to support you at every turn of your financial journey.

Education Is 
An Asset

We work to educate clients on finances and our straightforward process. Financial literacy prepares you for all of life's changing circumstances.

You Are Our Priority

We'll always make time for you because we care deeply for you and your family. Understanding your challenges and celebrations helps us personalize your financial plan.

Data-Informed Strategy

We create a custom strategy based on the entirety of your finances and goals. We provide strategic financial oversight so you can live the life you envision.

Aligned Risk Management

Our priority is responsible wealth management. We ensure that your risk management preferences align with our investing strategies.

Meet Your Experienced Team of Advisors

Discover your experienced team of financial planners who are dedicated to helping you achieve your financial goals with confidence and clarity.

 

Trevor Skipper

Financial Advisor

trevor@fortresswm.com

Trevor Skipper is a registered Cetera Advisor and founding partner at Fortress Wealth Management, LLC. Trevor provides knowledgeable and sound advice to his clients. In addition, he provides guidance to his colleagues and associates as...

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Hayden Tuggle

Wealth Operations Assistant

615-225-8149

615-225-8176

hayden@fortresswm.com

Hayden Tuggle is a Wealth Operations Assistant and lifelong Murfreesboro resident, launching his career in financial services with a Finance degree from Middle Tennessee State University. He holds Life and Health Insurance licenses and...
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Victoria Atamer

Client Services Associate

615-225-8149

615-225-8176

victoriaatamer@fortresswm.com

Victoria Atamer joined Fortress Wealth Management in October 2019. New to the financial services, industry she brings a wealth of customer service experience, having run a business in the UK for 13 years and worked extensively in the...

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Book Your Personalized Consultation Now

Contact us today to consult with an advisor and learn how we can help you pursue your financial goals.

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Supporting Fortress

Who We Work With

We work with clients across a spectrum of situations, occupations, and life stages, each helping them to pursue their financial goals through tailored strategies. 

Who We Work With

Our Approach

We follow a unique process designed to maximize your financial potential by uncovering what matters most to you, helping you transition through each life stage. 

Our Approach

Contact Us Today

We support clients in fulfilling their financial ambitions in a manner consistent with their values by sharing our extensive experience in financial planning. 

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