Fortress Financial & Wealth Management, LLC

09/08/2026

Fortress Financial & Wealth Management would like to extend a heartfelt congratulations to our former Intern, the new Mrs. Julia Garner on her wedding this past Saturday. A great number of Fortress Financial & Wealth Management Team Members and clients traveled to the beautiful Fountainview Mansion in Auburn, Alabama to attend this event and show our support and love.

09/07/2026

“Productive work is the road of man’s unlimited achievement.”
— Ayn Rand

This Labor Day, Fortress Financial & Wealth Management honors the men and women whose ideas, determination, skill and hard work create value, build businesses, provide for families and drive our nation forward. To honor all the hard work by our team, we will be closed today.

Prosperity is not simply given. It is created—through thought, effort, innovation and productive achievement.

Today, we celebrate those who do the work.

Happy Labor Day from Fortress Financial & Wealth Management, LLC

08/28/2026

This is a great post from our friends at Strategic Coach. What we enjoyed most about it is that we do all three of these to create value for our clients.

The strongest client relationships aren’t built around products.

They’re built around a deeper understanding of what matters most to the client:

What are they afraid of losing?
What possibilities do they want to pursue?
What capabilities could help them grow?

These are their dangers, opportunities, and strengths—the foundation of what Dan Sullivan calls a D.O.S. Conversation.

When you help clients eliminate dangers, capture opportunities, and multiply strengths, you become more than a provider.

You become an invaluable part of their bigger future.

Which of these three areas could unlock more value for your clients right now?

08/26/2026

We have helped multiple Entrepreneurs and Business Owners 10x their business in the last decade using many of the Strategic Coach principles that Dan outlines below combined with our unique planning process. If you are a Business Owner and you feel "stuck" or have that pit in your stomach that your business could and should be "more" we'd encourage you to have conversation with us, a fiduciary Financial Advisor firm that focused on helping Entrepreneurs and Business Owners scale their businesses to new levels and to pursue growth across the four freedoms. Most of our Business Owners don't operate their business purely in pursuit of profits, they believe that God has called them to impact and serve their communities and country and has bestowed special God given talents and abilities on them to fulfill this plan for their lives. Of all the things lost if unsuccessful, the profits of failing to live up to their potential is usually the least of their concern...it is all about serving a cause greater than oneself. What is your calling and how can we help you fulfill your destiny?

Why 10x Is Easier Than 2x After coaching thousands of successful entrepreneurs, I’ve noticed that most have achieved 10x growth several times. They may not know exactly how they did it, but the process follows a consistent structure.

08/25/2026

Good article on Private Student Loans.

08/20/2026

This is one of the best articles about a very real issue that will impact every American, especially the wealthy. As the article points out, the Federal Government doesn't have an "income" problem, they have a "spending" problem, specifically payments to individuals. Some of this is the natural result of an aging population that is living longer and some of it is not. Either way, we 100% believe this will massively impact future tax rates and the time to address this fact with strategies to shelter income and assets is now, not in the future. These are the conversations we are having with our clients today. What conversations are you having?

The U.S. has reached a new borrowing milestone in its struggle to get hold of its finances.

08/14/2026

A lot of people may think the National Debt doesn't have any real impact on their financial future, we would beg to differ with that opinion and help position our clients accordingly.

Investors are shying away from bonds for a reason, says Bank of America

08/13/2026

We are posting this to bring awareness of the issue of these types of predatory scams. Although we have never had a client become the victim of anything such as this that we are aware of we did recently have a referral from one of our clients, who met with us and was deciding on whether to move forward or not. Unfortunately, we were informed by this potential client that she had become aware that she had been scammed out of a significant amount of her wealth where she had held it. How exactly it happened, we don't know all of the details as she wasn't our client when this happened, but needless to say it was a devasting event. One of the many things our clients get with us is a relationship with us and our team. We certainly can't prevent every bad thing that could happen to someone from happening to them but we do consider ourselves guards on their financial lives and for the accounts we manage we take this responsibility very seriously. This is always important, but never more so than as clients age. Bottomline is we look out for our clients...and for those clients who are moms and dads we look out for them as we would want someone looking out for our own mom and dad...that is just you do.

In a growing ruse, swindlers pose as cops and use tremendous pressure to trap people, including young professionals.

08/12/2026

Many people are wondering why the market keeps going up...this article is one of the biggest reasons and something for investors to be happy about.

It's been a big year for corporate profits.

08/11/2026

Fortress Financial & Wealth Management believes that an integral part of any rock solid Financial Plan is an integrated tax strategy. This is a good article for our Business Owner clients to help ensure you aren't overlooking some of the big tax deductions available.

From car expenses to home office space, here are some of the most common tax deductions available for small-business owners.