WHO WE SERVE

At Fortress Planning, we serve successful family stewards.

A family steward is anyone who watches over their family, makes sacrifices for their family, protects their family, or works for their family. Husbands, wives, partners, parents, grandparents, anyone who feels family is the most important thing: you are family stewards.

We made the decision to work with successful family stewards because Scott Wellens—principal of Fortress Planning—is a family steward, too. He knows the unique wealth challenges family stewards face, and helps them create comprehensive wealth plans. Our work with families is about so much more than investing. It’s about creating a customized plan for where you are now and where you want to go. It is a blueprint for your family fortress, for exceptional security and freedom for your family.

Being a family steward is a difficult task. It’s distracting, stressful, and sometimes frightening. Let us take one thing off your plate: stop feeling guilty that you don’t have all the answers! Your job is to keep taking care of your family. Our job is to help you create a plan.

If you are a family steward, we invite you to get in touch today!