What departments does Fortress Wealth Group have?

Fortress Wealth Group has employees across 3 departments including Marketing, Finance, Administrative.

What is the largest department at Fortress Wealth Group?

The largest department at Fortress Wealth Group is Finance with 4 employees.

Where are Fortress Wealth Group employees located globally?

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

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

Fortress Wealth Group's team has remained stable from approximately 10 to 10 employees based on available data.

Fortress Wealth Group Employee Directory

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

Fortress Wealth Group's key employees include: Founder/Ceo: J. L., President: C. L., President And Chief Executive Officer: J. L.

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.

Fortress Wealth Group Global Highlights

North America
13

United States Of America
13

Fortress Wealth Group's Leadership

C. L.
President
Mobile Phone
Email
J. L.
President And Chief Executive Officer
Mobile Phone
Email
J. L.
Founder/Ceo
Mobile Phone
Email
V. L.
Marketing Director
Mobile Phone
Email
B. L.
Financial Advisor
Mobile Phone
Email
C. C.
Investment Advisor
Mobile Phone
Email
T. S.
Financial Advisor
Mobile Phone
Email
J. M.
Administrative Office Assistant
Mobile Phone
Email

Fortress Wealth Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Other
Community & Social Services
Finance

Contact profiles from Fortress Wealth Group

Name

Title

Contact

Location

Last Update

J. L.
Founder/Ceo
Mobile Phone
Email
United States
Jun 27, 2026
C. L.
President
Mobile Phone
Email
United States, Florida
Jun 25, 2026
J. L.
President And Chief Executive Officer
Mobile Phone
Email
United States
May 23, 2026
V. L.
Marketing Director
Mobile Phone
Email
United States, Florida
May 25, 2026
B. L.
Financial Advisor
Mobile Phone
Email
United States, Florida
Jun 29, 2026
C. C.
Investment Advisor
Mobile Phone
Email
United States, Florida
Jun 08, 2026
T. S.
Financial Advisor
Mobile Phone
Email
United States, Florida
Jun 24, 2026
J. M.
Administrative Office Assistant
Mobile Phone
Email
United States, Florida
Jun 25, 2026
J. I.
Investment Advisor Representative
Mobile Phone
Email
United States, Florida
Feb 13, 2025
B. M.
Executive Assistant/Director Of Client Relations
Mobile Phone
Email
United States, Florida
Jun 24, 2026

Frequently Asked Questions

What is Fortress Wealth Group known for?

Fortress Wealth Group was founded in 2020 and operates in the Financial Services industry. Explore Fortress Wealth Group's company overview page for more information.

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

Fortress Wealth Group employees' email format typically follows the pattern of First@fortresswealthgroup.com. 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?

Fortress Wealth Group has approximately 13 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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

President: C. L.
President And Chief Executive Officer: J. L.
Founder/Ceo: J. L.
Marketing Director: V. L.
Financial Advisor: B. L.

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

Fortress Wealth Group Employee Directory

Find Fortress Wealth Group employees' phone numbers or email addresses

Name search is limited — try advanced search instead