Fortress Wealth Group
Financial Services • 
Winter Park, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 1099 W Morse Blvd., Winter Park, Florida 32789, US |
| Phone number | +14079998998 |
| Website | |
| NAICS | 52 |
| Founded | 2020 |
| Employees | 11-20 |
| Socials |
Key Contacts at Fortress Wealth Group
John Ledford
Founder/Ceo
Becky Meeks
Executive Assistant/Director Of Client Relations
Valerie Ledford
Marketing Director
Fortress Wealth Group Email Formats
Fortress Wealth Group uses 2 email formats. The most common is {first initial} (e.g., j@fortresswealthgroup.com), used 85.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@fortresswealthgroup.com | 85.7% |
{first name} | john@fortresswealthgroup.com | 14.3% |
About 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 www.fortresswealthgroup.com.
Fortress Wealth Group revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Fortress Wealth Group has 7 employees across 4 departments.
Departments
Number of employees
Funding Data
Fortress Wealth Group has never raised funding before.
Fortress Wealth Group Tech Stack
Discover the technologies and tools that power Fortress Wealth Group's digital infrastructure, from frameworks to analytics platforms.
CDN
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JavaScript libraries
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Hosting
Marketing automation
Security
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Miscellaneous
Analytics
Italy
Australia
Frequently asked questions
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