Fortress Planning Group
Fortress Planning Group (CRD# 157900) is a financial advisory firm headquartered in Pewaukee, WI. They manage $184,097,951 in 704 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management184MILLION
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Total Number of Accounts704ACCOUNTS
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Average Account Value$261,503
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
KY
Kevin Sandieson (CRD# 7059408) is an Investment Advisor Representative working at Fortress Planning Group in Pewaukee, WI and has over 5 years of experience in the finance industry.
Scott Wellens (CRD# 5923727) is an Investment Advisor Representative working at Fortress Planning Group in Pewaukee, WI and has over 5 years of experience in the finance industry. Scott is also the host of "best in Wealth" - a weekly podcast covering financial planning and retirement topics. Find the podcast at www.bestinwealth.com
Fortress Planning Group helps successful individuals and families design and implement comprehensive wealth plans, from basic investment advising to legacy planning. As an independent, fee-only, registered investment advisor, Fortress Planning Group principal Scott Wellens, CFP® coaches clients toward a holistic view of wealth and family stewardship—beyond simple dollars and numbers… to the bigger picture of what’s possible.