Fortress Wealth Group Employee Directory

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.

Find Fortress Wealth Group employees' phone numbers or email addresses

Fortress Wealth Group Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Fortress Wealth Group's Leadership

  • Stylized image of a person
    C. L.
    President
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    J. L.
    President And Chief Executive Officer
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  • Stylized image of a person
    J. L.
    Founder/Ceo
    Phone icon
  • Stylized image of a person
    B. M.
    Executive Assistant/Director Of Client Relations
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  • Stylized image of a person
    V. L.
    Marketing Director
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  • Stylized image of a person
    B. L.
    Financial Advisor
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  • Stylized image of a person
    C. C.
    Investment Advisor
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  • Stylized image of a person
    T. S.
    Financial Advisor
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Contact profiles from Fortress Wealth Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. L.
    Founder/Ceo
    Phone icon
    United States
    Apr 24, 2025
  • Stylized image of a person
    C. L.
    President
    Phone icon
    United StatesFlorida
    Jun 25, 2025
  • Stylized image of a person
    J. L.
    President And Chief Executive Officer
    Phone icon
    United States
    Apr 24, 2025
  • Stylized image of a person
    B. M.
    Executive Assistant/Director Of Client Relations
    Phone icon
    United StatesFlorida
    Aug 13, 2025
  • Stylized image of a person
    V. L.
    Marketing Director
    Phone icon
    United StatesFlorida
    Sep 25, 2025
  • Stylized image of a person
    B. L.
    Financial Advisor
    Phone icon
    United StatesFlorida
    Sep 08, 2025
  • Stylized image of a person
    C. C.
    Investment Advisor
    Phone icon
    United StatesFlorida
    Oct 18, 2025
  • Stylized image of a person
    T. S.
    Financial Advisor
    Phone icon
    United StatesFlorida
    Oct 21, 2025
  • Stylized image of a person
    J. M.
    Administrative Office Assistant
    Phone icon
    United StatesFlorida
    Oct 19, 2025
  • Stylized image of a person
    J. I.
    Investment Advisor Representative
    Phone icon
    United StatesFlorida
    Feb 13, 2025

Frequently Asked Questions

What is Fortress Wealth Group known for?

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Fortress Wealth Group was founded in 2020 operates in the Financial Services industry. The company's main headquarters is located in 1099 W Morse Blvd., Winter Park, Florida 32789, US. Explore Fortress Wealth Group's company overview page for more information.

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

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

How many employees does Fortress Wealth Group have currently?

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Fortress Wealth Group has approximately 13 employees as of October 2025. These team members are located across 1 continents, including North America.

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

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As of October 2025, Fortress Wealth Group's key employees include:

  • President: C. L.
  • President And Chief Executive Officer: J. L.
  • Founder/Ceo: J. L.
  • Executive Assistant/Director Of Client Relations: B. M.
  • Marketing Director: V. L.

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