FORTIFIED WEALTH STRATEGIES, INC.

Overview

Fortified Wealth Strategies, Inc. is an independent, corporation-structured registered investment adviser focused on serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It operates as a capital allocator — deploying client capital into third‑party managers — and also maintains an insurance brokerage capability. Fee arrangements include fixed fees and other fee types. Fortified does not report being an active ESG investor and is not positioned as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives