What departments does Fortress Planning Group have?

Fortress Planning Group has employees across 1 departments including Finance.

What is the largest department at Fortress Planning Group?

The largest department at Fortress Planning Group is Finance with 2 employees.

Where are Fortress Planning Group employees located globally?

Fortress Planning Group has employees across 1 continents and 1 countries including United States Of America.

How has Fortress Planning Group's team size changed over time?

Fortress Planning Group's team has grown from approximately 3 to 4 employees based on available data.

Learn more at LeadIQ.com

Fortress Planning Group Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Fortress Planning Group is a small independent financial services firm based in Pewaukee, Wisconsin. As a registered investment adviser that operates on a fiduciary, fee-only model, the firm emphasizes holistic wealth management and family stewardship, aiming to translate financial planning into a detailed blueprint for clients’ current needs and future goals. Its approach centers on crafting customized plans for individuals and families that extend beyond investing, addressing security and financial freedom as part of a broader strategy for wealth and legacy planning. In addition to its advisory work, the company has noted a recent development related to elevated security considerations near governmental and critical infrastructure facilities, reflecting an awareness of risk environment factors relevant to its planning framework.

Fortress Planning Group Global Highlights

North America
6

United States Of America
6

Fortress Planning Group's Leadership

D. L.
Financial Advisor And Founder
Mobile Phone
Email
S. W.
Financial Advisor & Founder
Mobile Phone
Email
J. S.
Principal
Mobile Phone
Email

Fortress Planning Group Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Fortress Planning Group

Name

Title

Contact

Location

Last Update

D. L.
Financial Advisor And Founder
Mobile Phone
Email
Oct 22, 2024
S. W.
Financial Advisor & Founder
Mobile Phone
Email
Oct 23, 2024
J. S.
Principal
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Fortress Planning Group known for?

Fortress Planning Group was founded in 2011 operates in the Financial Services industry. Explore Fortress Planning Group's company overview page for more information.

What is Fortress Planning Group's most common email format?

Fortress Planning Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Fortress Planning Group email formats with LeadIQ.

How many employees does Fortress Planning Group have currently?

Fortress Planning Group has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Fortress Planning Group's key employees and leadership?

As of August 2026, Fortress Planning Group's key employees include:

Financial Advisor And Founder: D. L.
Financial Advisor & Founder: S. W.
Principal: J. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Fortress Planning Group Employee Directory

Find Fortress Planning Group employees' phone numbers or email addresses

Name search is limited — try advanced search instead