Find financial advisors in Pewaukee

Serving high net worth individuals with investable assets of $1,000,000 or more, who are looking for a strong, lasting relationship with their advisor. More than your financial planner; we are your partner. Our goal is to form a strong relationship with each of our clients, capitalizing on the talents and knowledge base of our entire team to best serve

Fortress Planning Group helps families and individuals design and implement comprehensive wealth management plans, which serve as the blueprint for your family fortress. As an independent, fee-only, fiduciary firm located in the Milwaukee and Madison, Wisconsin areas, we are dedicated to coaching clients toward a holistic view of wealth and family stewardship