Fortress Wealth Group Email Format
Financial ServicesFlorida, United States11-50 Employees
Fortress Wealth Group is an independent registered investment adviser in the financial services industry, providing investment advisory and related services to clients across the United States. Based in Winter Park, Florida, the firm serves high-net-worth individuals, business owners, and retirees with tailored strategies that include advanced tax planning, private investments, and guidance on business exits. It operates as an independent advisory firm serving clients nationwide from its Central Florida base. In November 2025, Fortress Wealth Group announced the AI Thematic Equity Sleeve, a new portfolio allocation intended to address developments in the AI ecosystem.