Fortress Wealth Planning

Fortress Wealth Planning Our experienced and empathetic advisors help provide financial confidence for people who are facing times of transition.

At Fortress Wealth Planning, we are committed to guiding people through times of change. We primarily work with business owners who see a transition for their company on the horizon and with women who are building new lives without a spouse. Although the problems they face are different, their need is the same: experienced financial advisors who can lead them through uncertainty and into financial

clarity. Based in Ponte Vedra Beach, Florida, our firm provides financial planning and investment management to clients throughout North Florida. We know how essential trust is to successfully navigate life’s transitions with a financial advisor. That is why clients receive fiduciary, fee-only advice. We never charge commissions, are paid by our clients only, and always—without exception—put their best interests first. Like a fortress, our services take both a defensive and offensive approach. We start on the defensive by safeguarding clients’ most immediate needs. After we have helped shield them in the present, the offensive begins with comprehensive financial strategies that help take care of the future. These strategies are based on vision—our clients’ vision. And we work with them to really define what their ideal future looks like and then build the ongoing plan to help create it. Transitions are challenging, and we try to ease the way by assisting in areas that financial advisors normally do not. We genuinely care about our clients, and no matter what they are facing, we want them to know they don’t have to do it alone. Pick up the phone or send us an email—we are here to help.

The recent pullback in AI-linked stocks this November offered a helpful reminder of how quickly narratives can shift.
12/09/2025

The recent pullback in AI-linked stocks this November offered a helpful reminder of how quickly narratives can shift.

The recent pullback in AI-linked stocks this November offered a helpful reminder of how quickly narratives can shift. Much of the market’s strength this year

Is Dollar Cost Averaging “Better” Than Lump Sum Investing?Many investors hesitate to put money to work when markets feel...
09/03/2025

Is Dollar Cost Averaging “Better” Than Lump Sum Investing?

Many investors hesitate to put money to work when markets feel “too high,” concerned about what might happen if a downturn follows. That’s where strategies like dollar cost averaging (DCA) come in—helping reduce the pressure of timing the market and building consistency over time.

Our latest blog explores how DCA compares with lump sum investing (LSI), outlining when each approach can make sense and the trade-offs to consider.

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Planning strategies for the OBBBA!
08/11/2025

Planning strategies for the OBBBA!

A whirlwind of new tax code has been introduced following the passage of the One Big Beautiful Bill Act on July 4th, 2025. We previously shared an overview of

Wondering what the new administration means for your estate plan? As we head into 2025, important changes to estate plan...
01/30/2025

Wondering what the new administration means for your estate plan? As we head into 2025, important changes to estate planning are on the horizon. Whether you're planning for the future or updating your current strategy, understanding the latest updates is crucial.

It's never too early to ensure your assets and loved ones are protected.

Whether you're updating your will, considering a trust, or navigating new tax laws, this video covers everything you need to know to protect your assets and ...

With the SECURE Act 2.0, passed in 2023, many employers are now offering the option for Roth contributions to various re...
06/03/2024

With the SECURE Act 2.0, passed in 2023, many employers are now offering the option for Roth contributions to various retirement plans, including 401(k), 403(b), 457, SEP, and SIMPLE. This change opens new opportunities for tax-efficient retirement savings.

The big question: Should you choose pre-tax or Roth contributions? As always, the right choice depends on your individual circumstances. Read the full blog post to learn more about making the best choice for your retirement contributions and optimizing your financial future.

Roth 401(k) contributions are more popular than ever and present a host of opportunities for those who properly utilize this underrated strategy.

In the financial services industry, there's a common focus on beating benchmark indexes like the S&P 500. But is this re...
05/31/2024

In the financial services industry, there's a common focus on beating benchmark indexes like the S&P 500. But is this really the best measure of success? In our latest blog post, "Why Beating the S&P 500 Isn't the Goal: Focusing on Your Investment Outcomes," we explore why directly comparing your portfolio to an index can be misleading.

Indexes were never meant to be the ultimate yardstick for personal investment performance. They don't account for fees, taxes, or the unique goals of individual investors. Instead, an outcome-oriented approach, where success is measured by your ability to meet personal financial goals while managing risk effectively is a better measure.

From understanding the role of taxes to recognizing the importance of a diversified portfolio, your investment strategy should align with your financial objectives, not just an arbitrary index.

Read more to learn how to shift your focus from beating the market to achieving your financial aspirations.

In the financial industry, there is a pervasive focus on benchmark-relative performance, particularly against the S&P 500. However, there is little

Watching closely: Interest rates, recession indicators, and global politics. What influences the market? Let's dive in.
04/25/2024

Watching closely: Interest rates, recession indicators, and global politics. What influences the market? Let's dive in.

Here's what you need to know.

Q1 brought market optimism! Will the bulls keep running? Stay tuned for what's next.
04/18/2024

Q1 brought market optimism! Will the bulls keep running? Stay tuned for what's next.

Here's what savvy investors took away from Q1.

How long does election year volatility in the market last? Will stocks rebound or tank after the polls close? Read what ...
04/02/2024

How long does election year volatility in the market last? Will stocks rebound or tank after the polls close? Read what history revealed.

Here's how markets fare in presidential election years.

How will 2024 impact the markets and YOU? Here's what history shows about market performance during election years.
03/26/2024

How will 2024 impact the markets and YOU? Here's what history shows about market performance during election years.

Discover what could happen in 2024.

Curious how 2024 will impact your investments? Check out which election years brought opportunities and why.
03/19/2024

Curious how 2024 will impact your investments? Check out which election years brought opportunities and why.

See the return trends for 2024.

Will the 2024 election impact your portfolio? Take a look at what we’ve seen in the past and what it means for you.
03/12/2024

Will the 2024 election impact your portfolio? Take a look at what we’ve seen in the past and what it means for you.

Find out how markets tend to perform & why it matters.

Address

814 Highway A1A North, Suite 202
Ponte Vedra Beach, FL
32082

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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Our Story

Fortress Wealth Planning serves our clients as trusted advisors, creating and implementing personalized strategies that help you preserve your legacy and pursue your goals. We are a boutique, private wealth management practice providing financial stewardship and customized portfolio management services to successful individuals and families, entrepreneurs, and institutions. We are committed to upholding the highest standards of quality, integrity and service in all that we do. The name “Fortress” was chosen because it stands for safety and protection, and the word “Planning” because we believe everyone should have a clearly-defined plan in order to achieve and sustain their financial legacy. In our role as fiduciaries for you and your family, the concept of “protection” is of the utmost importance to us. We take our duty as the protectors of your goals and assets very seriously. So seriously, in fact, that we wanted that mission reflected in our name.