Fortifying Families for Generationsâ„
"Relationships are sacred--hold them
above all else."~DRC
Professionals
'Preneurs
Pastors
Wealth
Management
Wealth for Generations
Investment Risk Analysis & Mitigation
Educate | Mitigate | Elevate
Avoid Probate and its Expense, Trauma and Invasion of Privacy.
Generational Wealth Transfer
Trusts | Charitable Giving | Tax Planning
| Estate Planning |
Wealth Fortification That Protects Relationships
*No minimum investment necessary to fortify your family and business
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WealthFortified through education, planning, and security. Subscribe to the WealthFortified blog, WealthFort's webinars called Wealthinars and access your secure wealth plan through
My Fortâ„ .
Your personal investment strategy
includes model portfolio diversification through the use of style and sector weighting, and
risk and tax mitigation.
Account size doesn't matter--all of our clients receive the same great client experience and care. No matter what,
we do what's best for you.
Why Work With Us? Our WealthFortified System Takes The Worry Out Of Managing Your Retirement.
We use Emoney, a market-leading provider of financial planning solutions to monitor your finances. You receive a clear perspective of all your financial accounts through the WealthFortâ„ Dashboard, coupled with sound advice and reliable financial planning services
provided by a licensed financial advisor.
View Your Net Worth
Link all of your accounts to the WealthFortâ„ Dashboard* for the most comprehensive view of your Wealth.
*Dashboard is non-transactional
*256-bit encryption
Plan Your Future
Where would you like to be in 5 years?Enjoying retirement? What does the future look like to you? Meet with a WealthFortâ„ Advisor to plan your future today.
WealthFortâ„ Fortification and Simplification
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Data--Technology--Device Driven. We use 256-bit encrypted financial software tools
to deliver protected visibility into all of your accounts using 2-Factor Authentication
across all of your devices, anywhere, day or night. Really. Simple.
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