About Fortress planning group
Fortress Planning Group: Your Partner in Wealth Management and Family Stewardship
Fortress Planning Group is an independent, fee-only, registered investment advisory firm that provides comprehensive wealth management services to clients in the Milwaukee, WI and Madison, WI areas. With a team of experienced financial advisors and planners, we are committed to helping our clients achieve their financial goals through personalized strategies that are tailored to their unique needs.
At Fortress Planning Group, we believe that true wealth goes beyond just financial assets. We take a holistic approach to wealth management by considering all aspects of our clients' lives - from their personal values and goals to their family dynamics and legacy planning. Our goal is not just to help our clients accumulate wealth but also to help them preserve it for future generations.
As a fee-only firm, we do not receive commissions or compensation from third-party providers. This means that our advice is always unbiased and focused solely on what is best for our clients. We work closely with each client to develop a customized investment strategy based on their risk tolerance, time horizon, and financial objectives.
Our services include:
Investment Management: We offer customized investment portfolios designed to meet each client's unique needs while minimizing risk.
Financial Planning: Our team of experienced planners can help you create a comprehensive financial plan that takes into account your current situation as well as your long-term goals.
Retirement Planning: We can help you plan for retirement by developing strategies for saving and investing your money so that you can enjoy the lifestyle you want in retirement.
Estate Planning: Our estate planning services include creating wills, trusts, powers of attorney, healthcare directives as well as other legal documents necessary for protecting your assets during life or after death.
Tax Planning: We work with tax professionals who specialize in tax planning so that we can provide comprehensive tax advice tailored specifically for each client's situation.
At Fortress Planning Group, we understand the importance of family stewardship. That's why we offer a range of services designed to help our clients pass on their wealth and values to future generations. Our family stewardship services include:
Legacy Planning: We can help you create a plan for passing on your wealth and values to future generations.
Philanthropic Planning: We can help you develop a charitable giving strategy that aligns with your personal values and goals.
Family Education: We offer educational resources and workshops designed to help families communicate effectively about money, values, and legacy planning.
At Fortress Planning Group, we are committed to providing our clients with the highest level of service. Our team of experienced financial advisors and planners is dedicated to helping our clients achieve their financial goals through personalized strategies that are tailored to their unique needs. Contact us today to learn more about how we can help you achieve your financial objectives.