Stone Fortress Wealth Strategies
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About
Stone Fortress Wealth Strategies provides fiduciary investment management and financial planning primarily to high‑net‑worth individuals and retirement plans. The firm manages about $56.1 million for a concentrated roster of roughly 28 clients and offers project‑based, ongoing and hourly planning engagements alongside discretionary and non‑discretionary portfolio management.
The firm’s investment process emphasizes fundamental analysis and a generally long‑term approach, with portfolios built from low‑cost mutual funds and ETFs and the selective use of individual stocks, bonds and alternatives. Stone Fortress also uses options and other derivatives within separately managed accounts and conducts ongoing monitoring with at least annual formal reviews plus monthly meetings and ad‑hoc support for plan implementation.
What is distinctive about Stone Fortress is its combination of a small, three‑advisor team and a concentrated client base—about $2 million in assets per client—along with an explicit willingness to employ derivatives in customized accounts, a practice that is uncommon among peers. The firm couples in‑house financial planning with investment management and operates through an institutional custodial platform to support its tailored, high‑net‑worth focus.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for initial, project-based financial planning engagements up to $2,500; ongoing financial planning fees up to $12,000 per year.
$0 - $1,000,000: 1.20% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Up to $500 per hour for ad-hoc financial planning projects.
Account minimum: Stone Fortress generally does not impose a minimum relationship size. Fee-only: Fixed fees for financial planning up to $2,500; ongoing financial planning fees up to $12,000 per year; hourly fees up to $500 per hour.
Main office
See officeHuntingdon Valley PA
Advisors at this office
1
Offices (2)
Most active in
Alabama · Louisiana · Minnesota · Pennsylvania · Texas
Also doing business as
Ddmt Financial Services, LLC · Stone Fortress Wealth Strategies
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Daniel G
CFP®, ChFC®, Series 63, Series 65
Huntingdon Valley, PA
Stone Fortress Wealth Strategies
Daniel Glod is a CFP® and ChFC® with 23 years of industry experience. He is currently with Stone Fortress Wealth Strategies and has previously worked at firms including TIAA-CREF, Coventry First, LLC, and High Speed Alliance LLC. In addition to his financial advisory roles, he owns and manages an auto repair business. Stone Fortress Wealth Strategies provides fiduciary investment management and financial planning primarily to high-net-worth individuals and retirement plans, using a long-term investment approach that incorporates fundamental analysis, low-cost funds, and selective use of derivatives in customized portfolios.
James C
CFA®, Series 66
Plymouth, MN
Stone Fortress Wealth Strategies
James Clark is a CFA® charterholder and holds a Series 66 license, with 20 years of industry experience. He is currently an advisor at Stone Fortress Wealth Strategies in Plymouth, MN. His prior roles include positions at Nuveen Securities, LLC and FactRight. Stone Fortress Wealth Strategies provides fiduciary investment management and financial planning primarily to high-net-worth individuals and retirement plans. The firm employs fundamental analysis and a long-term investment approach, utilizing low-cost mutual funds, ETFs, individual securities, and derivatives within customized portfolios.
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