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Business Owners

Business owners are the life blood of the American economy.  So why does the media and politicians demonize and attack them daily?  At Fortified Wealth we are passionate about helping our business owner clients flourish in spite of the governmental head winds.  As small business owners ourselves we understand what our clients are facing.  We are not part of a multinational corporation, a franchise or large national bank.

WHAT WE DO for our business owners 

  • Let you focus on what you do best...running your business.  We make sure your personal finances are in order and resources are maximized.  
  • We serve as a board member on the business that is YOU.   We don't treat conditions and symptoms, we focus on the totality of you!  What good is it when a doctor fixes the plantar fasciitis in your foot if you are going to lose your leg to diabetes? That is why we treat the WHOLE client, business and personal working together.
  • We specialize in Exit Planning and believe the best businesses begin with the end in mind.  We plan for the best but prepare for the unexpected.
  • By partnering with subject matter experts we leverage our independence to insure yours.
  • Through Ladenburg Thalmann Financial Services we can offer traditional “Wall Street” products and services without bias or corporate influence. Ladenburg Thalmann’s expertise in the investment banking arena dates back to the 1870s. They provide access to a broad menu of institutional banking, research and capital markets services, including Initial Public Offerings, Private Equity, PIPE Offerings, Mergers and Acquisitions, Valuations and Special Purpose Acquisition Companies (SPACs).
  • Buy Sell insurance, Profit Sharing Plans, Group Benefits etc...

"Simplicity is the ultimate sophistication"   Leonardo da Vinci