Fortress Financial Solutions, LLC
Fortress Financial Solutions, LLC is a registered investment adviser based in Tucson, Arizona, providing financial planning, investment management, and advisory services to individuals, trusts, and small businesses. Founded in 2000, the firm operates as a limited liability company and has been accredited by the BBB since 2007. They are recognized for ethical and client-centric service, with a small team led by Adam Amante and others. The firm serves clients mainly in southern Arizona and delivers personalized wealth management solutions.
Investment Strategy
Fortress Financial Solutions, LLC focuses on personalized wealth management, crafting investment portfolios tailored to the unique financial objectives and risk profiles of their clients. Their approach involves financial planning, tax consulting, and comprehensive investment advisory services for individuals, trusts, and small businesses. As a fiduciary, the firm emphasizes ethical standards and prioritizes client interests, using diversified investment strategies to achieve long-term financial growth and security.
Top Holdings
Equity Positions (60)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 13.35% | $12.3M | 20,412 | $513.85 | $600.37 | +$1.4M |
V VCIT | VANGUARD SCOTTSDALE FDS | 8.52% | $7.8M | 92,963 | $80.74 | $84.11 | +$617.6K |
I IVV | ISHARES TR | 8.19% | $7.5M | 11,233 | $602.80 | $669.30 | +$2.1M |
P PFF | ISHARES TR | 6.16% | $5.7M | 178,728 | $31.26 | $31.62 | +$496.7K |
I IJH | ISHARES TR | 5.14% | $4.7M | 72,310 | $62.57 | $65.26 | +$639.7K |