Fortress Wealth Planning is a financial services firm dedicated to building personalized financial strategies for its clients. The firm operates with a mission to provide unbiased guidance and develop long-term relationships, focusing on services such as retirement planning, investment management, estate planning, and insurance solutions. They emphasize a collaborative approach to help clients navigate their financial journey and achieve their long-term goals. According to their website, Fortress Wealth Planning is a "doing business as" (dba) name for J.W. Cole Advisors, Inc. (JWCA) and J.W. Cole Financial, Inc. (JWCF).

Founded in

United States