Why Choose Us for Your Wealth Planning?
When we founded Fortress Wealth Architects, we had one driving mission for our wealth planning. We wanted to teach people how money really works. We watched too many people struggle with a “junk drawer” approach to finances.
Look in your kitchen junk drawer. You might find screwdrivers, gift cards about to expire, and random tools that serve no clear purpose. Most people’s finances look exactly the same: a 401(k) here, some random insurance policies there, maybe an old IRA from a previous job tossed in.
Our team offers something different with our wealth planning. We provide authentic, macroeconomic-based wealth planning solutions that work in any economic environment. We give our clients sophisticated tools to verify every financial decision.
Want to our wealth planning method in detail? Get your free copy of What Would the Rockefellers Do? by our partner Garrett Gunderson. This bestselling book reveals the Rockefeller Method for protecting, growing, and passing on wealth.
Not Your Traditional Wealth Planning
Most financial guides are product salespeople, whether they work on commission or manage money. They promote the mutual fund of the week or chase regular returns.
Our wealth planning advisors take a radically different approach. We don’t give opinions about what the market might do. Instead, we put your assets on a macroeconomic model to help you succeed financially regardless of market performance. We measure everything from car insurance to estate planning. Our wealth planning shows you how each decision impacts everything else.
Think of our wealth planning like a financial X-ray. Just as doctors use X-rays to spot problems, our tools reveal financial inefficiencies. We can identify tax burdens, market risks, and coordination problems that others miss.
This systematic analysis makes selecting appropriate solutions straightforward. We base every recommendation on mathematical proof, not speculation or pushing the product of the week.
Our Wealth Planning Teaches You How Money Really Works
Unlike traditional advisors pushing mutual funds or insurance products, we teach you the truth about money. You’ll discover in our wealth planning why traditional financial advice often works against your interests.
We help you understand the critical difference between saving and investing. Many people think they’re saving in their 401(k), but they’re actually investing. True savings never risk loss of principal.
You’ll learn why traditional retirement accounts might be holding you back. We’ll show you how banks and institutions make money work efficiently, and how you can do the same.
Most importantly, you’ll understand why coordination between financial tools matters more than rates of return. A harmonious financial system outperforms a collection of high-performing but uncoordinated parts.
We Focus on Maximum Financial Potential
Our proven wealth planning formula for success comes from decades of experience:
Maximum Protection + Money Supply = Maximum Financial Potential
This formula enables you to save it, spend it, and pass it on. Unlike traditional advisors who push the 4% withdrawal rule, we help you spend more of your assets during your lifetime.
By properly coordinating protection and growth strategies, you can enjoy your wealth today while still leaving a lasting legacy. Our wealth planning helps you break free from the accumulation mindset that postpones enjoyment of your money.
We Help You Overcome Financial Gravity
The traditional approach of sending your paycheck straight to your checking account practically guarantees spending. We insert a “speed bump” between your income and consumption using our reservoir account strategy.
This simple change transforms your relationship with money and makes saving automatic. When you get a pay increase or windfall, the reservoir account captures it automatically. This prevents “lifestyle creep” from increased spending and accelerates wealth building.
Our cash flow management process gives you unprecedented control over your cash flow. You’ll see exactly where your money goes and make intentional decisions about its movement.
We Use Sophisticated Tools and Proven Systems for Our Wealth Planning
Our macroeconomic model measures and coordinates twenty-seven distinct areas of your financial life. We can display this entire picture on one page, making complex decisions clear and straightforward.
The LEAP methodology reveals how each financial decision ripples through your entire financial life. We can demonstrate mathematically how paying off your mortgage early or maximizing your 401(k) might actually work against your interests.
Through our cash flow management process, we create automated systems that make wealth-building your default position. You’ll capture more savings without relying on willpower or budgeting.
We use the Rockefeller Method of legacy planning to help you protect, grow, and pass on wealth to future generations.
Deep Roots in Macroeconomic Planning
Our founder, John Baker, grew up in the financial services industry. His father was a pioneering estate planner who developed the original LEAP software after challenging traditional financial thinking.
This heritage means he entered the industry with pure macroeconomic training. He wasn’t trained by name brand financial institutions or insurance companies. This meant he didn’t develop bad habits from traditional financial planning approaches. He started with a comprehensive understanding of how money really works.
We continue investing heavily in wealth planning education. We spend hundreds of thousands of dollars attending symposiums and collaborating with industry thought leaders. We’re part of an open think tank of financial advisors who share ideas and raise standards.
Our network includes some of the brightest minds in wealth planning. We’ve been both teachers and students, sharing knowledge with industry leaders like Garrett Gunderson and other macroeconomic wealth planning experts.
We Specialize in Serving Dedicated Professionals
Business Owners
Medical Device Representatives
Firefighters and Public Safety Officers
We have special expertise in firefighter finances. We understand firehouse dynamics and can help you navigate the often conflicting advice you receive. Our experience with pension optimization helps protect those who protect us.
A Partnership Built on Education and Verification
We believe you should understand why you’re making each financial decision. That’s why our wealth planning provides:
- Sophisticated tools to verify every recommendation
- Clear explanations without confusing financial jargon
- Regular education on how money really works
- Transparent reasoning behind every strategy
- Tools to measure the impact of every financial decision
- Ongoing support and guidance as your situation evolves
You’ll gain confidence in your financial decisions because you’ll understand the logic behind them. Our wealth planning empowers you with knowledge, not just advice.
Ready for a Different Approach to Wealth Planning?
Most advisors offer product-focused solutions and hope they work. We provide a coordinated system based on mathematical proof and decades of experience.
Let’s transform your financial junk drawer into a harmonious system that maximizes your wealth-building potential. Together, we’ll create a financial future that works for you today and tomorrow.