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Description

Fortress Financial Partners is a comprehensive wealth planning firm based in Raleigh, North Carolina. Our Mission is to empower each client to Master What Matters Most in his or her life. Our Vision is to add to the abundance of life for our clients and our community. Offering holistic and integrated strategies, we team with legal and accounting professionals to deliver unparalleled service through leading-edge technology. As an independent and fee-based firm, we specialize in serving professionals, business-owners, and high net-worth families. We develop relationships that last a lifetime, based on our core values of advocacy, integrity, and service. From plan development and implementation, to systematic review and monitoring, our independence affords us the objectivity to place the interests of our clients at the center of everything we do. Securities and investment advisory services offered through Fortress Private Ledger, LLC, member FINRA/SIPC