Fortress Wealth Group

09/17/2026

🎉 Happy Birthday, Sarah! 🎂

Please join us in wishing a very Happy Birthday to our wonderful teammate, Sarah!

We’re so grateful to have her as part of the Fortress family and appreciate all she does for our team and our clients.

We hope your day is filled with plenty of celebrating, Sarah. 🥳
Happy Birthday from all of us at Fortress Wealth Group!

08/21/2026

This summer, the Fortress Wealth Group community came together to support House of Hope and we’re incredibly grateful for the generosity we saw.

Together, we collected 413 food items and contributed a total of $10,000 in financial support with Fortress Wealth Group’s dollar-for-dollar match.

Thank you to every client, team member, friend, and community member who donated, dropped off food, or helped spread the word. Your generosity will help House of Hope continue the important work they do for local families and young people in need.

At Fortress, we believe building a strong community means investing in the people who call it home. We’re proud of what we accomplished together, and even more grateful to everyone who helped make it possible.

07/06/2026

Trump Accounts officially opened on July 4, and we've been getting a lot of questions about them.

Here are a few of the most common:

➡️ What exactly is a Trump Account?
A Trump Account is a federally created investment account for eligible children. Children born on or after January 1, 2025, may qualify for a one-time $1,000 federal contribution, and families can make additional contributions subject to applicable limits.

➡️ What is the account intended to help with?
The accounts were designed to help fund future goals such as education, homeownership, starting a business, and other qualified expenses.

➡️ When can funds be accessed?
Generally, the account remains under custodial control until the child reaches age 18, at which point the beneficiary gains control of the account.

➡️ Is this better than a 529 plan?
Not necessarily. The right choice depends on your goals, tax situation, and how you plan to use the funds. For many families, a Trump Account may be one piece of a broader savings strategy rather than a replacement for existing plans.

As with many financial planning decisions, the question isn't simply whether you can open an account, it's whether it makes sense as part of your family's overall strategy.

Every family's situation is different, and it's important to understand how a Trump Account may fit alongside other savings and investment vehicles you may already have in place.

If you'd like to discuss whether a Trump Account is appropriate for your family, we're happy to help.

*This information is for educational purposes only and should not be considered tax, legal, or investment advice. Rules and tax treatment may change. Consult your tax and legal professionals regarding your specific situation.

06/21/2026

Happy Father’s Day to all the incredible dads, grandfathers, mentors, and father figures who lead with strength, wisdom, and love every day.

Today we celebrate the impact you make on your families and future generations. Wishing you a day filled with appreciation, joy, and time with those who matter most.

06/19/2026

Today we celebrate 6 incredible years of Fortress Wealth Group.

What started as a vision has grown into something far greater than we could have imagined, built on relationships, trust, faith, hard work, and an unwavering commitment to the families we serve.

We are deeply grateful for our clients, team, partners, and friends who have been part of this journey. Thank you for believing in us, supporting us, and allowing us to walk alongside you through life’s biggest moments and decisions.

The past 6 years have been filled with growth, challenges, milestones and blessings, and we truly believe the best is still ahead.

Here’s to the next chapter of Fortress.

06/16/2026

Today, we’re celebrating someone who means so much to our Fortress family—Becky.

Whether she's helping clients, supporting our team, or keeping countless moving pieces organized behind the scenes, Becky does it all with grace, kindness, and a servant’s heart. Her dedication, positive attitude, and genuine care for others make a lasting impact on everyone she meets.

Please join us in wishing Becky a very happy birthday! We hope your day is filled with joy, laughter, and all the things that make you feel celebrated. 🎉❤️

06/03/2026

Join us in wishing Leah Lierz a very Happy Birthday!

We hope your special day is filled with joy, celebration, and everything that makes birthdays memorable. On behalf of everyone at Fortress, we wish you a fantastic year ahead filled with happiness and new opportunities.

06/02/2026

Happy Birthday to Justin Isenhour!

Today we're celebrating one of the key members of the Fortress team. Justin's dedication, insight, and commitment to serving our clients help make Fortress stronger every day. His hard work behind the scenes and passion for excellence are deeply appreciated by both our team and the families we serve.

Please join us in wishing Justin a very happy birthday and a year ahead filled with happiness, success, and plenty of reasons to celebrate!

05/10/2026

Happy Mother’s Day to the women who do it all, often quietly, always intentionally. The planners, the protectors, the steady hands behind so much of what matters most. Today we celebrate you.

05/06/2026