Fortress Wealth Group logo

Fortress Wealth Group

Updated today

Client AUM

$430,903,927

Clients

371

Advisors

6

of 14 employees

About

Fortress Wealth Group advises individuals, high‑net‑worth clients, corporations and charitable organizations, offering discretionary investment management, financial planning (including standalone tax planning) and retirement plan advisory services. The firm also provides consulting to brokerage customers of Mutual Securities, may introduce clients to non‑purpose loan programs, and implements client accounts through platforms such as Betterment Institutional.

Fortress builds customized, primarily long‑term portfolios using ETFs, mutual funds, individual equities and, where appropriate, bonds, REITs, alternative investments and options, and employs both fundamental and technical analysis in its research. The firm may allocate client assets to unaffiliated Independent Managers or engage sub‑advisors and uses Betterment Institutional for discretionary implementation and automated rebalancing on eligible accounts.

Noteworthy distinctions include related‑party activities: Fortress is affiliated with FWG Capital and FWG Investment Management, which sponsor and advise a pooled investment vehicle the firm may recommend to clients (with disclosure and fee‑offset practices described in the brochure). The firm also operates as a licensed insurance agency that may receive commissions, discloses use of derivatives and margin and the potential recommendation of non‑purpose lending, and maintains institutional relationships with major custodians that provide platform services and economic benefits to the firm.

Client services

Financial planning Portfolio management Selection of other advisers Consulting services

Expertise

Options & derivatives strategies Concentrated stock management Real estate investing Tax-loss harvesting

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Fee options

Fixed

Financial planning fixed fees range from $5,000 to $50,000.

Percentage

0.75% to 2.00% annually (based on complexity, asset level, and relationship)

Commissions

Advisor receives commission-based compensation from insurance products through affiliated or unaffiliated insurance agencies.

Project-based

$500 per hour for standalone financial planning services.

Other

Account minimum: $500,000 Fee-only: Investment management fees based on assets under management; no commissions received by advisor.

Main office

1099 W Morse Blvd

Winter Park FL 32789

Advisors at this office

6

Most active in

Florida · Georgia · Nebraska · New Hampshire · North Carolina · Tennessee · Texas

Also doing business as

Fortress Advisers, LLC · Fortress Wealth Group · Fortress Wealth Group, LLC · Fwg Holdings, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Cory C

Series 65

Winter Park, FL

Fortress Wealth Group

Cory Churchill is a financial advisor at Fortress Wealth Group with six years of industry experience and holds a Series 65 designation. His prior roles include positions at The Lifewealth Group, AE Wealth Management, and Ruggie Wealth Management. Outside of financial services, he has been involved with Diversity Fitness, including operating Diversity Fitness, LLC. Fortress Wealth Group advises individuals, high-net-worth clients, corporations, and charitable organizations with services including discretionary investment management, financial planning, and retirement plan advisory. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and employs both fundamental and technical analysis in its research.

Options & derivatives strategies Concentrated stock management Real estate investing Tax-loss harvesting
user avatar

Cole L

CFP®, Series 66

Winter Park, FL

Fortress Wealth Group

Cole Linquist is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Fortress Wealth Group since 2020 and previously worked at Ameriprise Financial Services from 2014 to 2020. Linquist is also involved in insurance sales, dedicating approximately 10% of his time to this activity. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios, implementing strategies both directly and through independent managers and automated platforms.

Options & derivatives strategies Concentrated stock management Real estate investing Tax-loss harvesting
user avatar

Timothy S

ChFC®, Series 63, Series 66

Winter Park, FL

Fortress Wealth Group

Timothy Smisek is a financial advisor at Fortress Wealth Group with 25 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior experience includes roles at Moors & Cabot, Inc., MSI Financial Services, Inc., and Mony Securities Corporation. Fortress Wealth Group serves individuals, high-net-worth clients, corporations, and charitable organizations by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm constructs customized, primarily long-term portfolios using a range of investment vehicles and employs both fundamental and technical analysis in its approach.

Options & derivatives strategies Concentrated stock management Real estate investing Tax-loss harvesting
user avatar

Justin I

Series 65

Winter Park, FL

Fortress Wealth Group

Justin Isenhour is a financial advisor with Fortress Wealth Group in Winter Park, FL, holding a Series 65 designation and two years of industry experience. His prior roles include positions at PFM Financial Advisors LLC and Evershore Financial Group. He also worked at Orange Tree Golf Club for three years before entering the financial industry. Fortress Wealth Group serves individuals, high-net-worth clients, corporations, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and employs both fundamental and technical analysis in its research.

Options & derivatives strategies Concentrated stock management Real estate investing Tax-loss harvesting
user avatar

John L

CFP®, Series 63, Series 65

Winter Park, FL

Fortress Wealth Group

John Ledford is a CFP® with 28 years of industry experience, currently serving as an advisor at Fortress Wealth Group since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2014 to 2020. Outside of his advisory role, Ledford is involved in producing and directing films through Celebrity Press Publishing. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios, implementing strategies through various platforms and external managers.

Options & derivatives strategies Concentrated stock management Real estate investing Tax-loss harvesting
user avatar

Bradley L

Series 66

Winter Park, FL

Fortress Wealth Group

Bradley Ledford is a Series 66 licensed advisor at Fortress Wealth Group with nine years of industry experience. He previously worked at Ameriprise Financial Services before joining Fortress Wealth Group in 2020. Outside of his advisory role, he manages a farm and property focused on future development in Winter Springs, FL. Fortress Wealth Group advises individuals, high-net-worth clients, corporations, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services with a focus on customized, primarily long-term portfolios.

Options & derivatives strategies Concentrated stock management Real estate investing Tax-loss harvesting
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