Fortress Wealth Group, LLC
Fortress Wealth Group, LLC is a registered investment adviser based in Orlando, Florida. Founded in March 2020, the firm provides holistic financial advisory services focusing on financial planning, investment management, and guidance for individuals, families, business owners, entrepreneurs, executives, and retirees. The firm places strong emphasis on authentic client relationships and delivers customized wealth management solutions, tax, retirement planning, and risk management. Fortress Wealth Group employs a small team dedicated to optimizing client outcomes across diverse financial goals.
Investment Strategy
Fortress Wealth Group specializes in personalized portfolio management, comprehensive financial planning, and tax optimization strategies. The firm’s approach involves collaborating closely with clients and their tax advisors to develop investment plans tailored to long-term financial prosperity. They conduct rigorous due diligence to identify alternative investment opportunities, applying advanced risk assessments. Their investment philosophy centers on customization, proactive guidance, and integrating tax-sensitive strategies for individuals, high-net-worth clients, and business owners.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 14.35% | $30.5M | 172,256 | $148.07 | $176.74 | +$1.7M |
V VUG | VANGUARD INDEX FDS | 12.89% | $27.4M | 60,421 | $299.31 | $438.40 | -$987.5K |
Q QQQ | INVESCO QQQ TR | 8.88% | $18.9M | 33,463 | $321.69 | $551.64 | +$2.7M |
F FBND | FIDELITY MERRIMACK STR TR | 4.73% | $10.1M | 219,009 | $46.26 | $45.75 | +$4.5M |
S SPY | SPDR S&P 500 ETF TR | 3.85% | $8.2M | 12,967 | $426.34 | $617.85 | +$693.2K |