Fortify Wealth

Fortify Wealth is an independent Registered Investment Advisory firm based in Clayton, Missouri. As a small business with three employees, they generate $2.5 million in annual revenue. Fortify Wealth specializes in creating comprehensive financial plans for business owners and families. Their services encompass a wide range of areas, including asset diversification, retirement planning, and estate planning. They also provide guidance on insurance, investments, and tax implications, working to ensure that each client's financial plan is well-structured and tailored to their specific needs. Fortify Wealth distinguishes itself through its personalized approach, emphasizing strong client relationships, meticulous attention to detail, and a commitment to building trust. The firm acts as a central point of contact, collaborating with a client's existing advisory team to ensure a cohesive and integrated financial strategy. Investment advisory services are offered by Fortify Wealth, Inc., a company registered with the SEC. Insurance products and services are provided through McKinley Financial Resources, Inc., an affiliated company. Fortify Wealth encourages clients to consult with their own tax advisors and attorneys for personalized advice regarding their unique circumstances. You can learn more about their services and team at fortifywealth.com.