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  • Jefferson Branch
  • 108 N Vine St
  • Jefferson, IA 50129
  • (515) 386-2148 - Office
  • (515) 386-3877 - Fax
  • 7701 Douglas Avenue
  • Urbandale, IA 50322
  • (515) 225-1712 - Office
  • (515) 225-1749 - Fax
  • 1618 S. Duff
  • Ames, IA 50010
  • (515) 337-8700 - Office
  • (515) 817-1121 - Fax
  • Mt. Pleasant Branch
  • 114 E Monroe Street, Suite 113
  • Mt. Pleasant, IA 52641
  • (319) 385-1282 - Office
  • (319) 385-1630 - Fax

Wealth Management Des Moines

Fortress Insurance Services provides clients with leading wealth management services. Our goal is to help you meet your financial dreams. We offer comprehensive personal financial planning for both families and businesses. We will work with you to determine your values and needs then create a customized plan for the future.

How Does It Work?

You will work one on one with one of our financial professionals. We will then help determine and identify your goals. Then we can create a customized plan with our knowledge and resources that will give you the necessary tools to meet your financial goals. We will work with you every step of the way to help build and manage your wealth. Ready to get started? Contact us today to learn more. We can’t wait to hear from you!

Choose Fortress Insurance Services

Fortress Insurance Services proudly serves clients in Des Moines and surrounding communities. We have offices in Urbandale, Ames, and Mt. Pleasant to help better serve all our clients. We offer the following services:

  • Insurance
  • Wealth Management
  • Mortgage Lending
  • Group Benefits

We provide our clients with customized solutions for all their goals. If you are interested in learning more about our services- give us a call!