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Joseph Michalski

Advisor at Fortified Wealth Strategies, Inc.

Updated today

Location

Northglenn, CO 80234

Credentials

Series 63, Series 65

Industry experience

27 years

About

Joseph Michalski is a financial advisor with Fortified Wealth Strategies, Inc. in Northglenn, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Kestra Financial Services, and Nfp Securities. Outside of advisory work, he serves as an adjunct professor at the University of Colorado, teaching a business school course. Fortified Wealth Strategies serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing financial planning and investment advisory services. The firm manages client portfolios on a non-discretionary basis, utilizing custom allocation models and third-party managers, with an emphasis on strategic asset allocation and periodic rebalancing.

Client services

Based on Fortified Wealth Strategies, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Fortified Wealth Strategies, Inc.

General retirement planning Business succession planning General estate planning guidance Cash flow / budgeting

Occupation focus

Based on Fortified Wealth Strategies, Inc.

Founder/Business Owner

Fee options

Percentage

$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually Over $10,000,000+: Negotiable

Commissions

Insurance commissions earned separately, approximately 10% or less of advisor's time/income

Project-based

Hourly fee arrangements available in rare circumstances; rates quoted in advance

Other

Fee-only: Financial planning fees range between $10,000 and $30,000; hourly rates available in rare circumstances

Location

10465 Melody Drive, Suite 202

Northglenn, CO 80234

Most active in

Colorado

Work history

Fortified Wealth Strategies, Inc.

2020 - Present (6 years)

Cambridge Investment Research Advisors, Inc.

2019 - 2021 (2 years)

Kestra Financial Services, Inc

2016 - 2019 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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College savings (529s, UTMA, etc.) Executive Founder/Business Owner Consultant Technology Professional Mid-Career Professionals Approaching retirement Dual Income Family
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Options & derivatives strategies Passive / index investing Active portfolio management
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CFP®, Series 63, Series 65

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General tax planning Wealth management Income planning Disability insurance
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Retirement income strategy Early retirement planning Private / alternative investments Real estate investing Cash flow / budgeting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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