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Fortress Asset Management

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Fortress Asset management is a group of Independent Investment Advisors headquartered in Salt Lake City, Utah, with an additional office in Tacoma, Washington. We provide a personalized, full-service approach to business asset management. We achieve this by maintaining a lower than normal client to advisor ratio, certified in-house CFA, specialized services for business owners, and a range of custodians, all while remaining 100% independent. We specialize in assisting business owners who are preparing for liquidation by providing them tax efficient ways to exit their business and manage assets after the sale. Before the sale, we build client portfolios based on the Private Equity they hold in their current firm, ensuring their most valuable assets are being included in all planning and diversification. For more information visit us at our listed website. You can also reach us by telephone at (801) 990-0880. All investment advisory services are offered through Dynamic Wealth Advisors.

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Fortress Asset Management's headquarter address
Line 1: Salt lake city, utah
Fortress Asset Management's industries
investment management
Fortress Asset Management's technology
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People working at Fortress Asset Management
DW
Don Wiscomb
Wealth Advisor-Partner
Salt Lake City, Utah, United States
KB
Kameron Brown
Marketing Coordinator
Salt Lake City, Utah, United States
RJ
Riley Johnson
Associate Advisor
Salt Lake City, Utah, United States
MC
Mark Anderson, CFA
Chief Investment Officer
Salt Lake City, Utah, United States
MC
Mark Anderson, CFA
Chief Investment Officer
MJ
Mark Johnson
Wealth Manager - Partner
Salt Lake City, Utah, United States
BB
Brock Bowden
Wealth Manager/Partner
Salt Lake City, Utah, United States
LE
Laura Evans
Client Services Manager
Salt Lake City, Utah, United States
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