Company Information

Get to know Fortress Wealth Management LLC

Founded in 2009 by partners Michael J. Palmer and Jack L. Meco, Fortress Wealth Management is an independent, fee-only wealth management firm based in Philadelphia, PA. The company operates as a Registered Investment Adviser (RIA) and is committed to a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their services encompass a holistic approach including investment management, retirement planning, financial planning, and estate planning, primarily for affluent families and successful business owners.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Fortress Wealth Management LLC

United States

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.