Fortress Financial Partners

Fortress Financial Partners provides investment management and fee-based financial planning to individuals, families, trusts, estates, charitable organizations, and corporations, and as of December 31, 2025 managed approximately $7.08 million in discretionary assets across about 16 client relationships. Its advisory services include portfolio construction using equities and fixed income and planning areas such as estate, insurance, business, disability, retirement, and education planning, with advice on insurance-related products including variable annuities and variable universal life.

The firm generally manages client accounts on a discretionary basis and commonly implements a long-term, buy-and-hold approach tailored to each client’s objectives, time horizon, and risk tolerance, while employing qualitative, quantitative, chart analysis, and technical indicators as appropriate. Portfolios may include individual stocks, preferred stock, individual bonds, ETFs, mutual funds, and occasionally limited partnerships or structured-note instruments; fees are charged as a percentage of AUM, calculated quarterly in advance using a daily-rate proration, and custodial and trading services are provided through Altruist Financial, which also sends informational fee invoices directly to clients.

Distinctive features noted in the brochure include the firm’s recent formation (organized in late 2023 and beginning operations in 2024) and family ownership structure operating as a solo-advisor practice with no stated account minimum, a combination that is uncommon for firms that also use a broader set of investment instruments. The filing discloses that a previously affiliated advisor and predecessor firm resolved regulatory matters before the current ownership, that current managing personnel have no disclosures, and that the firm’s principal maintains a substantial non-investment role (about 25 hours per week) that the brochure indicates may include some hours during trading periods.