Wealth Management

Wealth Management with Fortress Financial Group is more than just a review of your assets, it is a process in which we aim to grow, protect, and utilize your wealth to work towards your goals and aspirations during your lifetime.

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Our process entails a collaborative approach, with Fortress Financial acting as the hub of a team of advisors.

This team may include the expertise of an accountant, an estate planning attorney, a tax attorney, an insurance specialist, a private banker, and potentially other advisors on an as-needed basis.

Our role as a Wealth Advisor to our clients is to coordinate this process, and the desired outcome, through consistent communication to our clients and their various advisors.

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Fortress Wealth Management in Rochester, MN Diagram

Sara Carlson

Customer Service Associate

Sara joins our team after spending many years in the hospitality industry. Most recently, Sara had the  role of General Manager opening and managing one of Rochester’s newest hotels. Prior to that, she was  the Director of Operations for a 5-star hotel in Rochester where she had the pleasure of serving clients  from all over the world. Sara grew up in Rochester and now enjoys raising her own children in our  beautiful community. Outside of work, Sara enjoys time with her four children, gardening, live music  and biking.

Debra Pladsen

Administrative Assistant

Debra Pladsen started working as an Administrative Assistant with Dan in 2000, specializing in client service issues as well as maintaining database information. Currently working out of the twin cities area, Debra enjoys being able to connect with clients and answer questions when they arise. Debra graduated with a mathematics degree from Clarke University and in her spare time enjoys running and reading.

Lisamarie Langworthy

Operations Manager

Lisamarie comes to us with 20 years of supervisory experience. She handles human resources, marketing, organization and coordination of the office to ensure everything runs smoothly. When she is not working, she enjoys traveling, golfing and her family.

Daniel Langworthy

Founder, Investment Consultant

Dan has worked in the finance industry for over 25 years. As a graduate of Arizona State University, he earned a Bachelors degree in finance with a specialty in corporate finance. Dan is a Certified Investment Management Analyst (CIMA®) and a Certified Private Wealth Advisor (CPWA®). In his spare time, Dan enjoys golf, water skiing, and traveling.

Schedule a call with Dan today!