Fee-only fiduciary · Rochester · Scottsdale · Video meetings available

Contact Fortress

Let’s start with a conversation.

Schedule a complimentary 30-minute introductory call. We’ll learn why you reached out, explain how Fortress works, and decide together whether a Discovery meeting makes sense.

Schedule a call

Choose a time that works for you.

Tell us what led you to Fortress. We will explain our approach, services, and current fee schedule, along with the available next steps.

If we both want to continue, the next step is a Discovery meeting, where personalized analysis and recommendations begin.

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Contact details

Rochester or Scottsdale.

Meet with us in either office, or choose a video meeting from wherever you are.

Scottsdale, Arizona

17200 N Perimeter Dr, Suite 102
Scottsdale, AZ 85255
Get directions →

Not nearby? Video meetings are available on Microsoft Teams.