Stone Fortress Wealth Strategies

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Client assets under management

$56,113,317

Clients

100% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$2,004,047

About

Stone Fortress Wealth Strategies provides fiduciary investment management and financial planning primarily to high‑net‑worth individuals and retirement plans. The firm manages about $56.1 million for a concentrated roster of roughly 28 clients and offers project‑based, ongoing and hourly planning engagements alongside discretionary and non‑discretionary portfolio management.

The firm’s investment process emphasizes fundamental analysis and a generally long‑term approach, with portfolios built from low‑cost mutual funds and ETFs and the selective use of individual stocks, bonds and alternatives. Stone Fortress also uses options and other derivatives within separately managed accounts and conducts ongoing monitoring with at least annual formal reviews plus monthly meetings and ad‑hoc support for plan implementation.

What is distinctive about Stone Fortress is its combination of a small, three‑advisor team and a concentrated client base—about $2 million in assets per client—along with an explicit willingness to employ derivatives in customized accounts, a practice that is uncommon among peers. The firm couples in‑house financial planning with investment management and operates through an institutional custodial platform to support its tailored, high‑net‑worth focus.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Tax-loss harvesting

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Fixed fees for initial, project-based financial planning engagements up to $2,500; ongoing financial planning fees up to $12,000 per year.

Percentage

$0 - $1,000,000: 1.20% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%

Project-based

Up to $500 per hour for ad-hoc financial planning projects.

Other

Account minimum: Stone Fortress generally does not impose a minimum relationship size. Fee-only: Fixed fees for financial planning up to $2,500; ongoing financial planning fees up to $12,000 per year; hourly fees up to $500 per hour.

Main office location

Stone Fortress Wealth Strategies

Huntingdon Valley PA, United States

Number of offices

Most active in

Alabama · Louisiana · Minnesota · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 2153153348

Advisors at this firm

Daniel G

CFP®, ChFC®, Series 63, Series 65

Huntingdon Valley, PA

Stone Fortress Wealth Strategies

Daniel Glod is a CFP® and ChFC® with 22 years of industry experience. He is currently with Stone Fortress Wealth Strategies and has held prior roles at DDMT Financial Services, High Speed Alliance, Coventry First, TIAA-CREF Individual & Institutional Services, and PNC Investments. Outside of finance, he owns an auto repair business, Millevoi Brothers Auto Repair, which he has managed since 2014. Stone Fortress Wealth Strategies provides fiduciary investment management and financial planning primarily to high-net-worth individuals and retirement plans, emphasizing fundamental analysis and a long-term approach. The firm combines a small, three-advisor team with a concentrated client base and uses derivatives in customized accounts alongside traditional investment vehicles.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Tax-loss harvesting Executive Founder/Business Owner

James C

CFA®, Series 66

Plymouth, MN

Stone Fortress Wealth Strategies

James Clark is a CFA® charterholder and holds a Series 66 license, with 20 years of industry experience. He is currently an advisor at Stone Fortress Wealth Strategies in Plymouth, MN. His prior roles include positions at Nuveen Securities, LLC and FactRight. Stone Fortress Wealth Strategies provides fiduciary investment management and financial planning primarily to high-net-worth individuals and retirement plans. The firm employs fundamental analysis and a long-term investment approach, utilizing low-cost mutual funds, ETFs, individual securities, and derivatives within customized portfolios.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Tax-loss harvesting Executive Founder/Business Owner

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