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Our Philosophy

Our Philosophy

To maximize your financial potential, it is imperative to understand, plan, and pack your bags appropriately for the journey. At Fortress Wealth Architects, we assist as we help you pack for your trip. As you begin your journey, we are by your side, acting as a knowledgeable guide, helping you accumulate wealth and experience as you go until you reach the summit. However, you aren’t settling there; it’s now time to begin your descent. The safety and security of your descent depend on how well you packed your bags at the start of your journey.

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Planning Ahead

Planning Ahead

If you were preparing to summit a mountain, would you pack your bags haphazardly if you knew that 56% of climbing deaths occur, not on the ascent but on the way back down? We believe in the importance of principles-based planning and giving you the tools you need for both the ascent and descent of retirement.

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Cultivated For You

The Truth About Money

Creating a solid plan to safeguard wealth throughout your life requires a financial professional who understands that success is more than just chasing returns. A holistic preparation includes addressing much more for your continued growth.

Financial Professionals with Fortress Wealth Architects understand that traditional planning has critical blind spots. We will educate you on integrating dynamic tools to maximize your retirement income streams. Proper planning is about more than who has the most money at the end; a focus on accumulation through to distribution ensures the maximum financial potential for each of our clients.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.

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Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

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Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

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Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.
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Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?
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