Insights

High Net Worth Focus Fortress Wealth Group specializes in serving high-net-worth individuals, business owners, and retirees, presenting opportunities to tailor premium financial solutions and expand offerings to similarly affluent client segments.

Advanced Strategic Services The firm provides advanced tax planning, private investments, and business exit strategies, indicating a potential market for sophisticated financial products and boutique advisory services that address complex wealth management needs.

Regional Yet National Reach Based in Central Florida but serving clients nationwide, Fortress Wealth Group offers a scalable model for expanding geographically, appealing to investors seeking personalized expertise across diverse markets.

Mid-Sized Growth Potential With a team of 11-50 employees and revenues between 10 to 25 million dollars, the company shows promising growth potential, making it an attractive partner for technology, marketing, and service enhancement opportunities aimed at expanding its client base.

Tech Stack Utilization Utilizing a range of digital tools like Google Analytics and Cloudflare, Fortress Wealth Group emphasizes online presence and data-driven strategies, opening avenues for innovative technology collaborations to strengthen client engagement and operational efficiency.

Fortress Wealth Group Tech Stack

Fortress Wealth Group uses 8 technology products and services including Hotjar, Amazon S3, Cloudflare, and more. Explore Fortress Wealth Group's tech stack below.

  • Hotjar
    Analytics
  • Amazon S3
    Content Delivery Network
  • Cloudflare
    Content Management System
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Slick
    Javascript Libraries
  • HSTS
    Security
  • Google Analytics
    Web Analytics

Media & News

Fortress Wealth Group's Email Address Formats

Fortress Wealth Group uses at least 1 format(s):
Fortress Wealth Group Email FormatsExamplePercentage
First@fortresswealthgroup.comJohn@fortresswealthgroup.com
50%
First@fortresswealthgroup.comJohn@fortresswealthgroup.com
50%

Frequently Asked Questions

Where is Fortress Wealth Group's headquarters located?

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Fortress Wealth Group's main headquarters is located at 1099 W Morse Blvd., Winter Park, Florida 32789, US. The company has employees across 1 continents, including North America.

What is Fortress Wealth Group's official website and social media links?

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Fortress Wealth Group's official website is fortresswealthgroup.com and has social profiles on LinkedIn.

What is Fortress Wealth Group's NAICS code?

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Fortress Wealth Group's NAICS code is 52 - Finance and Insurance.

How many employees does Fortress Wealth Group have currently?

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As of October 2025, Fortress Wealth Group has approximately 13 employees across 1 continents, including North America. Key team members include President: C. L.President And Chief Executive Officer: J. L.Founder/Ceo: J. L.. Explore Fortress Wealth Group's employee directory with LeadIQ.

What industry does Fortress Wealth Group belong to?

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Fortress Wealth Group operates in the Financial Services industry.

What technology does Fortress Wealth Group use?

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Fortress Wealth Group's tech stack includes HotjarAmazon S3CloudflareJSON-LDjQuerySlickHSTSGoogle Analytics.

What is Fortress Wealth Group's email format?

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Fortress Wealth Group's email format typically follows the pattern of First@fortresswealthgroup.com. Find more Fortress Wealth Group email formats with LeadIQ.

When was Fortress Wealth Group founded?

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Fortress Wealth Group was founded in 2020.

Fortress Wealth Group

Financial ServicesUnited States11-50 Employees

We’re not your typical wealth management firm—and that’s by design.

At Fortress Wealth Group, we go beyond the basics of financial planning. Our team blends deep expertise with innovative strategies to help high-net-worth individuals, business owners, and retirees build, grow, and protect their wealth. From advanced tax planning to private investments and business exit strategies, we create customized solutions that put your goals front and center.

What makes us different? We dig deep. We ask better questions. And we believe that true wealth isn’t just about numbers—it’s about freedom, legacy, and peace of mind.

Based in Central Florida and proudly independent, we serve clients across the country who value straight talk, smart strategy, and a team that genuinely cares.

Let’s build something extraordinary together.


*FWG Holdings, LLC (Fortress Wealth Group) is a registered investment advisor. Fortress provides investment advisory and related services for clients nationally. Fortress will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.fortresswealthgroup.com.

Section iconCompany Overview

Headquarters
1099 W Morse Blvd., Winter Park, Florida 32789, US
NAICS Code
52 - Finance and Insurance
Founded
2020
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Fortress Wealth Group's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Fortress Wealth Group's revenue is estimated to be in the range of $10M$25M

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