Fortress Wealth Management -Mt. Pleasant

Fortress Wealth Management -Mt. Pleasant Fortress Insurance Services is an independent insurance agency.

Fortress Wealth Management/Fortress Insurance Services provides home, auto, life, health, commercial, farm, and wealth management insurance policies and solutions in the Mount Pleasant, IA area.

With spring just about a month away, it’s time to get prepared for the season's unpredictable weather — which brings ris...
02/20/2025

With spring just about a month away, it’s time to get prepared for the season's unpredictable weather — which brings risks like heavy rain, strong winds, and hail.

With this in mind, we have put together an overview of common spring storm risks and how your homeowners policy may (or may not) cover them. Swipe through to learn more.

Contact us today to review your homeowners policy or explore additional coverage options to make sure you’re fully protected when spring begins.

In honor of Presidents’ Day, we thought it would be fun to reflect on some lesser-known facts about past U.S. presidents...
02/17/2025

In honor of Presidents’ Day, we thought it would be fun to reflect on some lesser-known facts about past U.S. presidents. From Abraham Lincoln’s wrestling prowess to Calvin Coolidge’s fondness for raccoons, history holds many surprises beyond the politics!

Please do note that our office will be closed on Monday, February 17, in observance of the holiday, and we’ll reopen on Tuesday, February 18. If you need anything while we’re closed, don’t hesitate to reach out — we’ll respond as soon as possible upon our return.

Wishing each of you a very Happy Valentine’s Day! 💌 Today and every day, we're grateful for our community of clients, co...
02/14/2025

Wishing each of you a very Happy Valentine’s Day! 💌 Today and every day, we're grateful for our community of clients, colleagues, and friends. You all make what we do so meaningful. Thank you for being part of our journey!

Need anything? We’re just a phone call away and always here to help!

It’s that time of year again! Presidents' Day means major auto sales! If you’re in the market for a new car, now's the p...
02/13/2025

It’s that time of year again! Presidents' Day means major auto sales! If you’re in the market for a new car, now's the perfect time to find great deals. Swipe for five must-know tips to help you maximize your savings.

👉 Pro tip: Once you drive off the lot, make sure you’ve got the right auto insurance in place. Whether you need to update your policy or get new coverage, we’re here to help you stay protected.

As we celebrate Valentine's Day and Insure Your Love Month this February, it’s a great time to reflect on what matters m...
02/07/2025

As we celebrate Valentine's Day and Insure Your Love Month this February, it’s a great time to reflect on what matters most: protecting your loved ones, no matter what happens.

One of the best ways to do this is by ensuring you have the right life insurance in place ➡️ Swipe through for three simple steps you can take to make sure your loved ones are financially protected.

This February, give your family the ultimate gift — peace of mind. If you'd like support reviewing your life insurance or discussing options, we’re here to help. Reach out anytime.

The big game is right around the corner! Whether you’re rooting for your team, tuning in for the commercials, or just he...
02/04/2025

The big game is right around the corner! Whether you’re rooting for your team, tuning in for the commercials, or just here for the snacks 🏈🍿, we hope your weekend is a real touchdown.

If you need anything before kickoff, just pass it our way — we’re here to help!

On February 1st, we celebrate Car Insurance Day — a great time to review your auto insurance and remember why coverage i...
02/01/2025

On February 1st, we celebrate Car Insurance Day — a great time to review your auto insurance and remember why coverage is important! Here are some key facts to consider about car insurance:

🚗 Drivers under 25 face higher premiums due to their limited driving history. Over time, with more experience, their rates may lower.

🚗 Car accidents are the leading cause of death for U.S. teens. Insurance rates are higher for younger drivers due to their higher risk, but coverage is essential to protect them on the road.

🚗 Safe driving, car safety features, and even electronic payments can earn you significant discounts.

Interested in learning more or reviewing your auto policy? Contact our team today to explore your options and make sure you’re fully covered!

Juggling multiple commercial insurance policies can be a challenge with different providers, bills, and renewal dates al...
01/30/2025

Juggling multiple commercial insurance policies can be a challenge with different providers, bills, and renewal dates all coming at you. That’s where bundling comes in. We’ve created an easy-to-follow guide explaining how bundling policies can simplify your coverage and help save costs. Swipe through to learn more.

Still wondering if bundling is right for your business? Reach out to our team for tailored advice.

There are many misconceptions about life insurance. Today, we're addressing three of the most common life insurance myth...
01/28/2025

There are many misconceptions about life insurance. Today, we're addressing three of the most common life insurance myths we come across. Swipe to read more.

Ready to explore coverage options? Contact our team today!

As 2025 unfolds, it's crucial to ensure your business is protected against new risks and challenges. With this in mind, ...
01/27/2025

As 2025 unfolds, it's crucial to ensure your business is protected against new risks and challenges. With this in mind, here are six key changes that could impact your commercial insurance this year:

✅ Changes in business operations, property usage, or name
✅ Expansion, reduction, or changing of your physical premises
✅ Acquisition or disposal of significant assets or equipment
✅ Variations in your workforce size or changes in the nature of their work
✅ Introduction of new products or services
✅ Shifts in regulatory requirements that might affect your liability

Protecting your business is our priority. Reach out to review and update your coverage today, and let's ensure you're fully covered for a successful year ahead!

A fresh, new year always serves as an opportune time to review your auto insurance policy and ensure it’s up to date. 🚗 ...
01/21/2025

A fresh, new year always serves as an opportune time to review your auto insurance policy and ensure it’s up to date. 🚗

With this in mind, we have put together an overview of how your policy can protect you against unpredictable winter driving conditions.

Have questions or want to review your coverage? Let us know!

This MLK Day, let's take a moment to reflect on Dr. Martin Luther King Jr.'s extraordinary life and the milestones of hi...
01/20/2025

This MLK Day, let's take a moment to reflect on Dr. Martin Luther King Jr.'s extraordinary life and the milestones of his legacy:

🟣 1944 — At just 15 years old, King enrolled at Morehouse College, graduating with a degree in sociology.
🟡 1955 — King earned his Ph.D. in Systematic Theology from Boston University, solidifying his role as a spiritual and intellectual leader.
🟣 1963 — King delivered a famous speech (later known as the "I Have a Dream" speech) at the Lincoln Memorial, calling for justice and equality.
🟡 2004 — Both King and Coretta Scott King were posthumously awarded the Congressional Gold Medal for their relentless efforts in advancing civil rights.
🟣 2011 — King became the first non-president to be honored with a memorial on the National Mall in Washington, D.C., a proposal first made in 1968.

Let's continue to honor King’s activism and lifelong commitment to civil rights today and every day.

Please note that we are closed in observance of MLK Day. We'll resume regular business hours on Tuesday, January 21.

Address

114 E Monroe Street, Suite 113
Mount Pleasant, IA
52641

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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