- URBANDALE - MAIN OFFICE
- 2894 – 106th Street, Suite 120
- Urbandale, IA 50322
- (515) 225-1712 - Office
- (515) 225-1749 - Fax
For each client we will create a custom risk management plan focused on protecting your family or your business. We give clients the peace of mind they deserve.LEARN MORE
Our wealth management services provide you with sound financial and investement advice. We also consult clients on an accounting and taxes.LEARN MORE
We provide purchase or refinance lending for residential or commercial properties and our specialties range from first time buyers to complex transactions.LEARN MORE
Our goal is to create a personal plan for your business that generates savings for both you and your employees. We help employees meet their goals.LEARN MORE
Thank you for taking the time to consider our Agency to protect your family and/or small business needs. We realize that you have many choices, but where else can you go to find a talented, experienced group of experts to evaluate and prescribe solutions expressly for you, your family and your small business?
Our goal is to provide your family and/or small business with a menu of insurance and financial solutions that fit your definition of risk and reward. Our product suite can give you the peace of mind to relax and enjoy life.
Our difference at Fortress Wealth Management is our one-on-one focus approach. We will do our very best to provide solutions for all of your financial needs. This can be accomplished by our commitment to do “more” for a fewer number of clients. Our growth will be through referrals from our satisfied customers.