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An Independent, Fee-Only
Wealth Management Firm.

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Financial Planning

Our dynamic approach is Unusual, Comprehensive, Complete, and Built for you.

  • Planning

    Your financial life isn’t limited to investing, and your advice should reflect the same.

  • Transitions

    Partnering with you to seamlessly manage key financial events, ensuring your personal and business interests thrive through every stage of life.

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Investment Management

A tailored investment portfolio designed to align with your unique risk tolerance, personal financial goals, and specific time horizon.

  • Design

    Investment Management begins by designing portfolios tailored to deliver risk-adjusted returns aligned with your unique financial priorities. We create strategies that match each client’s risk tolerance, investment objectives, time horizon, and cash flow needs. Our approach also emphasizes tax-efficiency to enhance after-tax portfolio returns

  • Management

    Once the initial design phase is complete, our commitment to excellence continues through meticulous ongoing management. We monitor portfolios and individual investments, while continuously evaluating market conditions and economic trends. This proactive approach allows us to swiftly adapt to changes, implementing necessary adjustments. At Stone Fortress Wealth, our goal is to provide our clients with peace of mind, knowing their investments are consistently optimized to align with their evolving financial goals.

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Investment Management

Simply Better Financial Advice

Why Choose Us

Fee-Only

Fee-only investment advisors are not compensated by commissions from selling investment products. Instead, they are compensated by fees. The fees can be hourly, a flat fee, or a fee based on the amount of assets under management.

CFP® Board

CFP Board of Standards sets and enforces the requirements for CERTIFIED FINANCIAL PLANNER™ certification — to uphold standards of competency and ethics for financial planners who are committed to CFP Board of Standards to putting their clients' best interests first. CFP Board Center for Financial Planning advances competent and ethical financial planning and expands CFP® professional diversity for the benefit of the public.

Investments and Wealth Institute

Investments & Wealth Institute is the industry-leading professional association, advanced education provider, and standards body for forward-looking financial advisors, investment consultants, and wealth managers who embrace excellence and ethics in all their interactions.

American College of Financial Services

The College is committed to fostering an environment that enables all students and learners to accelerate through knowledge, grow through connections, and uplift through community.

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Schedule a complimentary introductory consultation to discover how our services can support your financial aspirations.

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