Fortress Wealth Planning

Jay Rolfe is a Series 65-credentialed advisor at Fortress Wealth Planning with eight years of industry experience. He previously worked at HighTower Advisors, LLC and Wells Fargo Bank. Rolfe is based in Ponte Vedra Beach, FL, and has been with Fortress Wealth Planning since 2021. Fortress Wealth Planning serves individuals, charitable organizations, and employer retirement-plan sponsors with financial life management, investment management, project-based planning, and retirement-plan consulting. The firm employs a Modern Portfolio Theory-based investment approach and offers a wrap-fee program, trustee and personal-representative services, and specialized technology for managing held-away accounts.

Michael Skowfoe is a financial advisor at Fortress Wealth Planning with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HighTower Securities, HighTower Advisors, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wachovia Bank. Fortress Wealth Planning serves individuals, charitable organizations, and employer retirement-plan sponsors with financial life management, investment management, and retirement-plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, combining active and passive managers with tailored asset allocation and periodic rebalancing, and it offers wrap-fee programs and trustee services.

Dalton Mc Ilrath is a CFP® professional at Fortress Wealth Planning with six years of industry experience, including roles at McIlrath & Eck and Ward Rugh, Inc. He has also been involved in entrepreneurial activities such as Action Cleaning Services, LLC. Fortress Wealth Planning serves individuals, charitable organizations, and employer retirement-plan sponsors with comprehensive financial life management and investment services. The firm employs a Modern Portfolio Theory-based approach, combining active and passive management, and offers specialized services including wrap-fee programs and trustee roles.

Joshua Ali is a CFP® and CFA® with nine years of industry experience. He is currently with Fortress Wealth Planning, where he has worked since 2021, and previously held roles at HighTower Advisors LLC, Wells Fargo & Company, and The Newport Group. Fortress Wealth Planning serves individuals, charitable organizations, and employer retirement-plan sponsors with comprehensive financial life management, investment management, project-based planning, and retirement-plan consulting. The firm’s investment approach is based on Modern Portfolio Theory and includes tailored asset allocation, periodic rebalancing, and a combination of active and passive managers, alongside specialized services such as wrap-fee programs and trustee offerings.

Eileen Ortega is a financial advisor with Fortress Wealth Planning in Ponte Vedra Beach, FL, holding a Series 65 designation and eight years of industry experience. She previously worked at HighTower Advisors, LLC and Wells Fargo. Ortega occasionally provides trustee and personal representative services for clients. Fortress Wealth Planning serves individuals, charitable organizations, and employer retirement-plan sponsors with financial life management, investment management, project-based planning, and retirement-plan consulting. The firm employs a Modern Portfolio Theory-based investment approach that includes tailored asset allocation, periodic rebalancing, and a mix of active and passive managers, and it offers a wrap-fee program alongside its non-wrap accounts.