Fortress Asset Management

www.fortressassetmanagement.com

Fortress Asset management is a group of Independent Investment Advisors headquartered in Salt Lake City, Utah, with an additional office in Tacoma, Washington. We provide a personalized, full-service approach to business asset management. We achieve this by maintaining a lower than normal client to advisor ratio, certified in-house CFA, specialized services for business owners, and a range of custodians, all while remaining 100% independent. We specialize in assisting business owners who are preparing for liquidation by providing them tax efficient ways to exit their business and manage assets after the sale. Before the sale, we build client portfolios based on the Private Equity they hold in their current firm, ensuring their most valuable assets are being included in all planning and diversification. For more information visit us at our listed website. You can also reach us by telephone at (801) 990-0880. All investment advisory services are offered through Dynamic Wealth Advisors.

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Fortress Asset management is a group of Independent Investment Advisors headquartered in Salt Lake City, Utah, with an additional office in Tacoma, Washington. We provide a personalized, full-service approach to business asset management. We achieve this by maintaining a lower than normal client to advisor ratio, certified in-house CFA, specialized services for business owners, and a range of custodians, all while remaining 100% independent. We specialize in assisting business owners who are preparing for liquidation by providing them tax efficient ways to exit their business and manage assets after the sale. Before the sale, we build client portfolios based on the Private Equity they hold in their current firm, ensuring their most valuable assets are being included in all planning and diversification. For more information visit us at our listed website. You can also reach us by telephone at (801) 990-0880. All investment advisory services are offered through Dynamic Wealth Advisors.

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Country

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State

Utah

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City (Headquarters)

Salt Lake City

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Employees

1-10

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Founded

2018

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  • President

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  • Chief Investment Officer

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  • Chief Investment Officer

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  • Chief Executive Officer

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