Fortress Investement Service

Fortress Investment Services has been guiding individuals and small business owners towards financial success for over 35 years. We believe in a personalized and collaborative approach to wealth management, offering comprehensive services to address your unique financial goals and aspirations.

Our Mission

Our mission is to empower you to achieve your financial dreams through:

• Superior Service: We prioritize open communication, prompt responses, and personalized attention to every client relationship.
• Expert Guidance: Our founder and principal, John A. Urbanski, CPA, has over 35 years of experience in financial planning and investment management.
• Tailored Solutions: We take the time to understand your individual needs and create a personalized investment plan that aligns with your goals and risk tolerance.

What We Offer

Fortress Investment Services offers a wide range of services to meet your diverse financial needs, including:

Retirement Planning

• 401k rollovers & transfers
• IRA rollovers & contributions
• Small business retirement plans
• Retirement and college savings planning

Investment Management

• Portfolio review and analysis
• Goal-based investment strategies
• Tax-efficient portfolio construction
• Regular account monitoring and reporting

Additional Services

• Tax planning and consultation
• Cash flow management & refinancing consultations
• Time value of money analysis
• Financial and estate planning guidance

What Makes Us Different?

• Independent and Conflict-Free: We are registered investment advisors, meaning we are not beholden to any specific financial institutions or investment products. This allows us to prioritize your best interests.
• Transparency: We provide clear and concise information about our fees and investment strategy so you can make informed decisions.
• Client-Focused Approach: We believe in building strong relationships with our clients and actively engaging with them every step of the way.

Working with Fortress Investment Services, you can expect

• Personalized attention and dedicated guidance
• Access to a diverse range of investment options
• Comprehensive financial planning and risk management
• Transparent communication and regular reporting
• Strong advocacy for your financial success