Description: As an independent, fee-only, registered investment advisory firm located in the Milwaukee, WI and Madison, WI areas, we are dedicated to coaching clients toward a holistic view of wealth and family stewardship.
twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck Who We Are How We Help Our Team Why Fortress SmartVestor Blog FAQ’s Podcast Client Login Contact Who We Are Fortress Planning Group helps families and individuals design and implement comprehensive wealth management plans, which serve as the blueprint for your family fortress. As an independent, fee-only, fiduciary firm located in the Milwaukee and Madison, Wisconsin areas, we are dedic
At Fortress Planning, we serve successful family stewards. A family steward is anyone who watches over their family, makes sacrifices for their family, protects their family, or works for their family. Husbands, wives, partners, parents, grandparents, children and siblings; anyone who feels family is the most important thing: that is a family steward.
We made the decision to work with successful family stewards because we too are family stewards. We know the unique wealth challenges family stewards face. Our work with families and individuals is about so much more than investing. It is about creating a customized plan for where you are now and where you want to go. It is a blueprint for your family fortress, for exceptional security and financial freedom for your family.