Fortress Financial Strategies
Why should you work with us?
As fellow business owners we understand that your time is valuable. Therefore, we are our client’s Financial Advocate and provide the value of having one point of contact for all of your financial needs. Fortress Financial Strategies is a family owned, independent financial consulting firm located in Glendale, Arizona. Our practice specializes in working with Doctors - Business Owners – High Net-Worth Investors- and HR Professionals interested in Group Benefits. We work with clients primarily in the Phoenix metropolitan area of Arizona but accept clients across the United States. Our vast array of resources and access to subject matter experts, gives us the ability to offer a truly unique, customized, and unbiased approach to serving all of your financial needs.
Our Mission- Build and Protect Your Financial Independence
Our mission is to build and protect your Financial Independence. We believe that Financial Independence begins with a strong foundation which requires four equally important cornerstones.
Risk Management/Asset Protection
Structural Efficiency/Tax Reduction
To reinforce the four cornerstones of our client’s foundation we initiate a six step process to create, implement, and monitor a highly sophisticated interactive and dynamic financial plan that updates daily. We also believe that our process is one that will guide our client's financially throughout the rest of their lives. Therefore, we make a commitment to our client's that we will be available and that they will not become just another number.
We pride ourselves on the fact that we treat our client's as family and consider achieving their goals and dreams as the most important part of our mission.
Independent Thinking - Unique Financial Strategies- Focused on You
At Fortress Financial Strategies we understand that your individual financial situation is unique. You deserve to have a Financial Advocate with an equally unique approach designed to help put you on track to reaching your financial goals.
As an independently run family owned firm, we have no obligation to sell proprietary products or services. This freedom affords us the ability and selectivity to offer only those investment products and services that we believe are best suited to help meet your financial objectives and goals. Our independence allows us the capability to actively search for and utilize many products and services that can’t be found at other firms. Also, with over a decade of experience as a portfolio manager, Brett has far more to offer than many advisers that have been salesmen for their entire careers. This experience provides Brett with the ability to apply a unique technical overlay to allocations as well as the capability to interview and converse with portfolio managers on your behalf.
This is one of the main benefits of working with an independent financial consultant with hands on experience and actual knowledge of how the markets work. We offer you timely, unbiased investment advice, while providing access to top performing hard to access portfolio managers, products, and allocations with unique custom designs. All of this comes combined with our promise to do so with the highest level of integrity and service. We pride ourselves on the fact that we treat our clients as family and consider achieving their goals and dreams the most important part of our mission.
To help achieve our mission we are proud to affiliate our business with our broker dealer, First Allied Securities, Inc. First Allied Securities is one of the leading full-service independent brokerage firms in the nation. With more than 950 registered representatives, 300 locations and over $20 billion in client assets, First Allied offers experienced, reputable and timely financial management with a contemporary, independent perspective.