Fortress Wealth Planning

Fortress Wealth Planning

United States; Florida United States; Americas; North America
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Investor info
Type
Registered Investment Advisors
Stage focus
  • Early stage VC
Industry focus
Description
Fortress Wealth Planning is a fee-only wealth management firm based in Florida, specializing in financial planning and investment management for high-net-worth individuals, focusing on tax strategy, retirement, and estate planning.
Previous investments
  • Company
    Amount
    Round
  • Example example company Inc
    1000000
    Investor meetings
  • Company & Company
    11000000
    Series C funding
  • Example
    524000
    Seed round A
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Connected people
Email visible after logging in
  • Example Example
    Example Exampleexample[email protected]
  • Example Exampleexample
    Example Exampleexample
  • Notexample Examplenot
    Notexample Examplenotexample example[email protected]
  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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