Fortress Tactical Wealth Management provides wealth management for individuals and families, with a focus on managing risk through the use of alternative investment strategies. We develop lasting and meaningful relationships with clients that are based on trust, integrity, and an exceptional level of service. We work to assist clients in creating a roadmap for their financial independence, however they see it, and have the experience and knowledge to customize portfolios through comprehensive strategies.
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Brian D. Smith, RICP AIF, is a Wealth Management Advisor with an office in Beavercreek, Ohio and is President of Fortress Tactical Wealth Management LLC. He started in this career field in 1999 and has been dedicated to serving the investment and financial planning needs of families ever since.
He is also dedicated to continuing education and ongoing learning, including his designation as a Retirement Income Certified Professional (RICP) through the American College in Bryn Mawr, PA in 2014 and the Accredited Investment Fiduciary (AIF) through Fi360 in 2020.He is married with two daughters in the Beavercreek school system.
He is also dedicated to continuing education and ongoing learning, including his designation as a Retirement Income Certified Professional (RICP) through the American College in Bryn Mawr, PA in 2014 and the Accredited Investment Fiduciary (AIF) through Fi360 in 2020.He is married with two daughters in the Beavercreek school system.
Fortress Tactical Wealth Management was founded by Brian Smith after a 15-year career in financial services. The firm focuses on helping clients with portfolio management and also recognizes the importance of retirement planning.
We assist clients with developing comprehensive strategies that strive to meet their goals and then implement a disciplined, diversified and suitable portfolio to help them work toward the vision they have for the future.
We assist clients with developing comprehensive strategies that strive to meet their goals and then implement a disciplined, diversified and suitable portfolio to help them work toward the vision they have for the future.
You probably have many goals for your financial future. Whether you are concerned with having enough income in retirement or having the ability to fund your child's education, we can assist you in designing a portfolio that considers all of your objectives. The disciplined four-step approach we use seeks to give you confidence that your assets will be strategically managed and your changing needs are always addressed.
They provide us with access to a comprehensive array of tools that enable Fortress to provide objective financial guidance to our clients. As independent advisors, we have no obligations to investment product manufacturers, a parent company or shareholders. You can feel confident that we put your interests first during our specialized approach to wealth management.
If you are in the accumulation phase of life, pre-retirement, we believe a basic retirement analysis should be completed that measures the assets you'll need to pursue your retirement goals and dreams. We can then recommend an appropriate savings plan and portfolio design to assist you in meeting your retirement needs.
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