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Fortress Wealth Management Inc. is a SEC Registered Investment
Advisor specializing in services to Corporate Retirement Plan Sponsors
and to Retired Individuals.
We embrace a total approach to the retirement process from helping
Plan Sponsors to create and maintain quality retirement plans all
the way through to the actual generation of retirement income for
individuals.
Fee Based Independence and Integrity
We are not affiliated with any investment management firm, mutual
fund company, insurance company or record-keeping firm. This independence
allows us to be "revenue neutral" and thus, completely objective
with regard to any advice that we provide. It is our preference
to provide all of our services on a fee basis.
Experience & Reputation
The Principals of Fortress Wealth Management bring over 35 years
of combined investment consulting and management experience to their
clients. We pride ourselves on an extremely high client loyalty
and longevity. We currently service approximately 150 clients with
total assets exceeding $175 million.
Rational Use of Research
Our management and consulting services are based upon proven institutional
asset allocation strategies. But we are not slave to the idea that
whatever happened in the past will happen in the future. We take
the best of what history and research can show us and then utilize
that information in the context of current market environments and
our clients' individual needs. We are wary of "one size fits all"
portfolio investment strategies and 401(k) investment selections
that simply follow the trends of the marketplace.
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