Fortress Financial Strategies

Specialties

As fellow business owners we understand that your time is valuable. Therefore, we are our client’s Advocate and provide the value of having one point of contact for all of your financial needs. We are a family owned, independent financial consulting firm located in Glendale, Arizona. Our practice specializes in working with Doctors — Business Owners — High Net-​Worth Investors– and HR Professionals interested in Group Benefits. We work with clients primarily in the Phoenix metropolitan area of Arizona but accept clients across the United States. Our vast array of resources and access to subject matter experts, gives us the ability to offer a truly unique, customized, and unbiased approach to serving all of your financial needs.

Your individual financial situation is unique. You deserve to have a Financial Advocate with an equally unique approach designed to help put you on track to reaching your financial goals. Our mission is to build and protect your Financial Independence!

History

Established in 2011.

As an independently run family owned firm, we have no obligation to sell proprietary products or services. This freedom affords us the ability and selectivity to offer only those investment products and services that we believe are best suited to help meet your financial objectives and goals. Our independence allows us the capability to actively search for and utilize many products and services that can’t be found at other firms. Also, with over a decade of experience as a portfolio manager, Brett has far more to offer than many advisers that have been salesmen for their entire careers. This experience provides Brett with the ability to apply a unique technical overlay to allocations as well as the capability to interview and converse with portfolio managers on your behalf.

This is one of the main benefits of working with an independent financial consultant with hands on experience and actual knowledge of how the markets work. We offer you timely, unbiased investment advice.

Meet the Business Owner

Brett A.

Business Owner

Brett Andrews has worked with individuals and businesses managing their assets since 1998. His mission is to assist clients in reaching their goals while helping them manage risk in their total financial situation. Brett’s experiences as a portfolio manager during these volatile financial markets lead him to develop new and unique methods for portfolio design. These methods include far more than just traditional stocks, bonds, and mutual funds and may differ depending on each client’s individual needs. To accomplish this Brett has combined modern financial planning techniques with technical, quantitative, and behavioral analysis, to achieve a truly unique and dynamic approach to total wealth management. While Brett believes investments are an important part of planning he also brings many other resources and subject matter experts to clients as needed.

Brett feels having an Advocate is one of the most important pieces often missing in many financial plans.