Fortified Wealth Strategies, Inc.

Mastering Wealth Complexity, Crafting Financial Legacy

Financial advisor in Broomfield, CO (show on map)

Fortified Wealth Strategies, Inc. specializes in comprehensive wealth management strategies to help individuals, families, and organizations manage financial affairs while minimizing risks and ensuring long-term financial well-being.

Call (720) 583-5056

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About

Fortified Wealth Strategies, Inc. specializes in creating comprehensive and sophisticated strategies to manage an individual's, a family's, or an organization's financial affairs. They achieve financial goals while minimizing risks and ensuring long-term financial well-being through a 5-step approach: Initial Consultation, Comprehensive Analysis, Strategic Planning, Implementation, and Ongoing Monitoring and Adjustment.

Registered Investment Advisor (RIA)

5-step wealth management approach

Strategic partnership with SEI Private Trust Company for custody

Fixed-income desk with approximately $4 billion in fixed-income assets under management

Adjunct Professor at University of Colorado

Multigenerational wealth preservation expertise

Services

Wealth Management

Analyzing and optimizing investments including stocks, bonds, real estate, and other assets to maximize returns while managing risk.

Portfolio analysis Investment optimization Risk management Fixed-income portfolios

Estate Planning

Preparing for the transfer of assets to heirs or beneficiaries while minimizing estate taxes, including wills, trusts, and power of attorney documents.

Trust creation Will preparation Power of attorney Estate tax minimization

Business Succession Planning

Planning for the transition of business leadership and ownership to the next generation while minimizing taxes.

Business valuation Ownership transfer Tax minimization Next-generation education

Retirement Planning

Creating detailed plans to ensure financial security during retirement, including estimating expenses and managing income streams.

Retirement roadmap Income planning 401k optimization Business owner retirement

Tax Planning

Strategically minimizing tax liabilities through legal methods such as tax-efficient investments, deductions, credits, and estate planning.

Tax-efficient investments Deductions Credits Estate tax planning

Risk Management

Evaluating and managing various risks such as health, life, disability, and liability insurance to protect against unexpected financial setbacks.

Insurance evaluation Life insurance Disability insurance Liability protection

Credentials & Certifications

Registered Investment Advisor (RIA)

SEI Private Trust Company (Custody Partner)

Frequently Asked Questions

What is Fortified Wealth Strategies' approach to wealth management? +

They follow a 5-step approach: 1) Initial Consultation - getting to know the client, financial objectives, and risk tolerance; 2) Comprehensive Analysis - evaluating income, expenses, assets, liabilities, and investment portfolio; 3) Strategic Planning - developing a tailored wealth management strategy; 4) Implementation - putting the strategy into action; 5) Ongoing Monitoring and Adjustment - continuously monitoring and adjusting the plan as life evolves.

What is Fortified Wealth Strategies' mission? +

Their mission is to deliver top-notch wealth management solutions that are: Client-Centric (building lasting relationships based on trust, respect, and open communication), Expert and Informed (providing up-to-date, innovative financial advice), Ethical and Responsible (conducting business with utmost ethical standards), and Customized and Comprehensive (crafting plans tailored to specific goals and circumstances).

What services does Fortified Wealth Strategies offer? +

They offer Wealth Management, Estate Planning, Business Succession Planning, Retirement Planning, Charitable Planning, Risk Management, Tax Planning, Specialized Investments (hedge funds, private equity, venture capital), and Education Planning.