Fortress Wealth Management, Inc.

Fortress Wealth Management, Inc. is a financial advisory firm founded in 1993 by Thomas Nimmo and Kenneth Lechter, with Arlie Green taking over full ownership in 2012. The firm offers financial planning and investment management services to institutional and individual clients, utilizing discretionary or non-discretionary investment strategies primarily focused on mutual funds and ETFs. Clients may also have access to third-party separate account managers with full investment discretion. Fortress operates as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. The firm charges annual fees ranging from 0.25% to 1.00% of assets under management, with negotiated fixed fees available. Clients have the option to terminate agreements within specific timeframes. Fortress does not participate in wrap fee programs and managed $268,612,689 in discretionary assets as of December 31, 2024. The firm does not accept performance-based fees and serves a range of clients without minimum asset requirements. Investment strategies focus on diversified portfolios, tax efficiency, risk management, and global diversification. Fortress has a written Code of Ethics and does not receive compensation for recommending specific securities. The firm provides regular account reviews, quarterly reports, and does not accept voting authority for client securities. Fortress has no disciplinary history, bankruptcy petitions, or financial conditions impairing its ability to meet client commitments.