Fortress Wealth Group
We’re not your typical wealth management firm—and that’s by design. At Fortress Wealth Group, we go beyond the basics of financial planning. Our team blends deep expertise with innovative strategies to help high-net-worth individuals, business owners, and retirees build, grow, and protect their wealth. From advanced tax planning to private investments and business exit strategies, we create customized solutions that put your goals front and center. What makes us different? We dig deep. We ask better questions. And we believe that true wealth isn’t just about numbers—it’s about freedom, legacy, and peace of mind. Based in Central Florida and proudly independent, we serve clients across the country who value straight talk, smart strategy, and a team that genuinely cares. Let’s build something extraordinary together.*FWG Holdings, LLC (Fortress Wealth Group) is a registered investment advisor. Fortress provides investment advisory and related services for clients nationally. Fortress will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at
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Verified contacts
11
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
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no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
77
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- BM
Becky Meeks
Executive Assistant Director of Client Relations · General Business & Management
EmailPhone - BL
Brad Ledford
Financial Advisor · Finance & Accounting
EmailPhone - CC
Cory Churchill
Investment Advisor · Finance & Accounting
EmailPhone - JM
Jill Majetich
Administrative Office Assistant · Operations
EmailPhone - TS
Tim Smisek
Financial Advisor · Finance & Accounting
EmailPhone - JL
John Ledford
Founder CEO · General Business & Management
EmailPhone - VL
Valerie Ledford
Marketing Director · Advertising & Marketing
EmailPhone - KS
Kayla Smith
Operations Manager · Operations
EmailPhone - CC
Cory Churchill
Investment Advisor · Finance & Accounting
EmailPhone
Showing 9 of 11 verified contacts
Top roles at Fortress Wealth Group
9 distinct titles indexed · top 9 shown.
- 2financial advisor
- 2investment advisor
- 1administrative office assistant
- 1data engineer
- 1executive assistant director of client relations
- 1founder ceo
- 1marketing director
- 1operations manager
- 1president
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