Fortress Planning Group

As an independent, fee-only, registered investment advisory firm, we are dedicated to coaching clients toward a holistic view of wealth and family stewardship.

At Fortress Planning, we serve successful family stewards. A family steward is anyone who watches over their family, makes sacrifices for their family, protects their family, or works for their family. Husbands, wives, partners, parents, grandparents, children and siblings; anyone who feels family is the most important thing: that is a family steward.

We made the decision to work with successful family stewards because we too are family stewards. We know the unique wealth challenges family stewards face. Our work with families and individuals is about so much more than investing. It is about creating a customized plan for where you are now and where you want to go. It is a blueprint for your family fortress, for exceptional security and financial freedom for your family.

Being a family steward is a difficult task. It is distracting, stressful, and sometimes frightening. Let us take one thing off your plate: stop feeling guilty that you do not have all the answers! Your job is to keep taking care of your family. Our job is to help you create a plan.


Advisors at this Office


This Office

2810 Crossroads Drive, Suite 4000 Madison, WI 53718 Phone: (262) 264-5838

Primary Office

N27W23953 Paul Rd STE 103 Pewaukee, WI 53072 Phone: (262) 264-5838

Other Offices

2810 Crossroads Drive, Suite 4000 Madison, WI 53718 Phone: (262) 264-5838