A complete list of active advisors currently associated with Fortress Wealth Group

Warmer can help you find a great advisor at Fortress Wealth Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at Fortress Wealth Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.