Working to create sustainable income designed to support the life you’ve built — with a focus on keeping your plan aligned as life changes.
Managing investments with taxes, costs, and long-term outcomes in mind. Your investment strategy and your tax strategy should be working together — not in separate lanes.
Major transitions deserve careful evaluation before decisions become permanent. We help you understand the full picture — tax consequences, timing, and what comes next.
Business ownership, company stock, and other concentrated holdings carry risks most people underestimate. We help evaluate and manage those risks with the goal of preserving what’s working.
Protection strategies should match your actual situation — not a standard template. We evaluate what you have, identify potential gaps, and help avoid paying for what you don’t need.
Your wishes, your beneficiaries, and your documents should stay aligned as your life evolves. We work to keep them aligned as things change.
Insurance Agent, Fortified Risk Solutions, Inc.
Maddy works with clients and families on life and health insurance planning, client service, and ongoing relationship support. As a wife and mother, she understands the challenges families face when balancing financial decisions with everyday life. Her focus is helping clients feel informed, supported, and confident throughout the planning process.
Founder and Wealth Coordinator
Tony has spent 29 years working across tax, investments, insurance, and wealth management. That breadth is the foundation of how Fortified Wealth thinks and works. Good ideas should produce real-world results. That’s the standard he brings to each client relationship.
