It all starts with a Plan
We start by understanding what you want your money to do for you….and others. Through active conversations, we help clarify and define your vision as well as understand your concerns. Then taking into account:
- Your specific income flows
- Tax circumstances
- Expenses
- Charitable giving and legacy goals, and
- A detailed analysis of your existing assets
We put together a plan to help meet your wealth or retirement goals in the most dependable and stress-free way possible.
Professional Investment Management
Successful investing requires research, time, process, and discipline to do it right. We take responsibility for the day-to-day management of your accounts… so you can concentrate on what you do best.
Ongoing Guidance
There is nothing “set it and forget it” about wealth planning and investment management. Families change, careers change or end, markets change, health conditions change. We are there for you and your family, providing decision support, reviewing progress, making changes and enhancements. We integrate with CPAs, business managers, and other professionals to both simplify your life and to integrate your tax, wealth and income planning. Perhaps even more importantly, we are here to keep you on track emotionally so that your Plan stays on track too.
Contact Us
Address:
9696 Culver Blvd., Suite 208, Culver City, CA 90232
Telephone:
(310) 899-0606
Email:
info@fortress-wealth.com
Send us a Message
FORTRESS WEALTH MANAGEMENT, INC. ©2020 | Culver City, California | 310.899.0606
Fortress Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those managed or recommended by Fortress Wealth Management, Inc.) will be profitable or equal to any historical performance level(s).