Founded in 2009 by partners Michael J. Palmer and Jack L. Meco, Fortress Wealth Management is an independent, fee-only wealth management firm based in Philadelphia, PA. The company operates as a Registered Investment Adviser (RIA) and is committed to a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their services encompass a holistic approach including investment management, retirement planning, financial planning, and estate planning, primarily for affluent families and successful business owners.

Founded in

United States