Fortress Planning Group, based in Pewaukee, WI, is an independent, fee-only, fiduciary firm specializing in comprehensive wealth management plans for families and individuals. With a focus on coaching clients towards a holistic view of wealth and family stewardship, they work virtually with clients across the country to create customized blueprints for financial security and freedom.
Specializing in investment management, retirement planning, income tax planning, insurance planning, and estate planning, Fortress Planning Group helps successful family stewards navigate the complexities of financial decision-making, offering guidance and support to ensure their clients' long-term financial well-being.
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