Our Firm
At Fortress Wealth and Retirement, a Wisconsin-based financial planning and wealth management firm, we are dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.
We provide tailored financial advice with expertise in retirement planning, individual equities, mutual funds, ETFs, employee stock options, annuities, insurance, alternative investments, 401(k) and estate planning strategies. Our specialty is helping professionals working in and wrapping up busy, demanding careers.
At our firm, we find conviction in what we do. We have the courage to help our clients take action. And our competency is based on experience, advanced training, continuing education, coordination of national resources on terms that benefit each client, and communication that builds understanding and trust. These are the key qualities of Osaic FA's "Serve First" philosophy and these are the commitments we make to each of our clients.
Let us help manage and coordinate all areas of your financial life. As a trusted financial advisor, we cut through the noise and provide focused, comprehensive financial planning help when you need it most – and for many years to come. We plan to grow with you as you progress towards achieving your financial goals. We add clarity to the wealth-building process, and provide service with intention.
OUR PHILOSOPHY - SERVE FIRST, LAST AND ALWAYS℠
Fortress Wealth and Retirement adheres to Osaic FA’s philosophy – “Serve First, Last and AlwaysSM” – which was conceived over 60 years ago by legendary leader Stuart Smith and still drives our business today.