Founded more than 40 years ago, Fortify Wealth was built on a foundation of integrity, honesty, and straight forward financial advice. We combine decades of experience laser focused on your best interests to bring solutions and guidance relevant for today and forward looking to tomorrow.
Money Management
Creating a savings plan to ensure you’ll have what you need in
retirement, or a spending plan that protects your nest egg,
minimizing net interest costs, and optimizing cash positions, we
help you manage your money as efficiently as possible.
Tax - Efficiency
Always striving to carry out your needs and wishes in the most
tax-efficient manner possible, working in concert with your CPA to
minimize Uncle Sam’s impact and maximize the portion you keep.
Investment Consulting & Portfolio Management
Starting with you, your goals, risk tolerance and time horizon, we
consult directly and simply, creating a personal allocation plan and
elegant investment solutions to help you accomplish your goals and
keep you on track through up and down markets.
Asset Protection &
Risk Management
Ensuring adequate protection and coverage for those you hold most
dear, the accomplishments and assets you have worked diligently to
earn, and the future you envisioned and planned for.
Estate Planning
A very important part of any complete financial plan, estate
planning done well provides peace of mind, protection for loved
ones, and ensures your wishes will be met. Whether basic asset
protection or solutions addressing complex and generational
challenges, we will guide the process to make certain your assets
work in concert with your plan.
Education &
Behavioral Consulting
Providing clear and concise advice and resources delivered in
language that is easily relatable around anything that impacts a
dollar sign. With a clear vision, you can make decisions
confidently, staying the course even when life inevitably throws
distractions your way.
Executive Compensation Planning
Executive compensation and benefit packages can be unique and
complex. Understanding your awards and benefits and how they fit
into your overall financial plan are critical to guiding decisions
and making the most of your opportunities.
Philanthropic Guidance &
Design
A meaningful life is usually accompanied by the creation of value
for others. Whether you wish to leave a legacy for your children and
grandchildren, give faithfully to your local place of worship, or
impact those causes that have impacted you, we will help create a
plan of action for blessing others with what has been entrusted to
you.
Retirement Plan Services
Thoughtful plan design tailored to meet your unique needs and
objectives while advocating for your participants through
personalized education , one-on-one support, understandable and
institutional investment selections, and a constant eye focused on
increasing retirement readiness.
Coordination of Services
Taking into consideration all the pieces of your financial puzzle,
we quarterback your team of service providers acting as your liaison
and direct point of contact to bankers, attorneys, tax and insurance
professionals.
©2024 FORTIFY WEALTH, 106 WEST MADISON AVENUE, SUITE 240, SAINT LOUIS, MO 63122