Broker Check

Retirement and Legacy

We create strategies tailored to your goals

Learn more

What's keeping YOU up at night?

We can help and we will tell you what you need to hear, not what you want to hear.

Learn more

Minimize Taxes

Does YOUR "fair share" seem not very fair anymore?

Learn more

YOUR Retirement, Your Legacy

INVESTING for retirement income is very different than investing for accumulation.

If you are dependent on your portfolio for income, a large loss or major correction can be devastating.  As such, we will never say, " You haven't lost any money until you sell," or "The price is down but you still have more shares."  As we all know, they do not accept "shares" at the grocery store.

Most of us will only retire once in our lives.  Although we may learn from our mistakes, it is much more efficient to learn from the mistakes of others.  Your retirement and your legacy are much too important to leave in the hands of an amateur or general practitioner. 

Fortified Wealth specializes in retirement income and wealth transfer.  Our unique approach and investment strategies have helped many others like you afford to live comfortable, meaningful live in retirement and provide lasting legacies to their loved ones.

I have enough money to last me the rest of my life... unless I buy something!  -Jackie Mason