Fee-only fiduciary · Rochester · Scottsdale · Nationwide by video

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, and we will explain our approach, services, and fees.

  • 30 minutes
  • Phone or video
  • No cost or obligation

If we both want to continue, Discovery is the next step. Personalized analysis and recommendations happen later in our process.

Open the calendar in a new tab →
You are booked. A confirmation with the meeting details is on its way to your inbox.
The scheduler did not open. Please use the booking link, call (507) 529-1400, or email info@fortressfg.net.

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? We meet with clients nationwide by video on Microsoft Teams.