About Fortress Wealth Architects Wealth Planning Advisors
If You’re Serious About Your Money, We’ll Help You Be Smart with It
At Fortress Wealth Architects, our wealth planning advisors don’t follow the typical Wall Street playbook. We believe most financial institutions want your money for as long as possible. They dole it out in small increments while promoting accumulation-only strategies.
Our wealth planning advisors take a different approach. As a second-generation financial services firm, we teach our clients how money really works. We help them coordinate every aspect of their financial life into a powerful, integrated strategy.
Most financial institutions promote a “save and accumulate” mindset. Our wealth planning advisors focus on creating velocity with your money. We teach you how to make your money work as hard as you do.
We primarily serve business owners and high-income professionals. But we will serve anyone who is serious about building and enjoying sustainable wealth.
Learn more by getting your free copy of What Would the Rockefellers Do? by our partner Garrett Gunderson. This bestselling book reveals the Rockefeller Method for building and preserving wealth.
Our Story
Our roots run deep in macroeconomic planning. Our firm was founded by John Baker. John’s father was a successful estate planner who specialized in helping families protect their wealth. In the 1980s, he encountered new ideas that challenged traditional financial thinking. Those ideas inspired him to develop the revolutionary Lifetime Economic Acceleration Process (LEAP) financial model.
John grew up immersed in this world of innovative financial thinking. After spending 11 years in heavy equipment sales, John returned to financial services with a fresh perspective. He began teaching advanced financial software classes across the country. This led him to connect with some of the best and most experienced wealth planning advisors in macroeconomic planning.
This unique background gave him a fresh perspective. He entered financial services without the traditional industry biases. Instead, he learned to view wealth-building through a macroeconomic lens from day one.
Our Wealth Planning Advisors are Guided by Our Philosophy
Most financial guides are product salespeople. They offer opinions without helping clients understand the “why” behind their recommendations. Our wealth planning advisors believe in doing the right thing and teaching people how money really works.
We use a comprehensive macroeconomic model to analyze every aspect of your financial life. This model examines how your protection, savings, and investment decisions work together. It reveals inefficiencies and opportunities that a traditional approach might miss.
Think of your financial life like a symphony. When instruments are missing or out of tune, the music suffers. We help coordinate all your financial “instruments” to create harmony and maximize potential.
Our wealth planning advisors focus on protection first. When you’re properly protected, you gain the freedom to be more aggressive with your growth strategies.
How Our Wealth Planning Advisors Help You
We don’t just look at investment returns. Our wealth planning advisors examine your entire financial picture through a macroeconomic lens. Think of it like a financial X-ray that reveals where opportunities and challenges exist.
Most people have what we call a “financial junk drawer”—a collection of uncoordinated products and decisions. Our wealth planning advisors help transform that chaos into a coordinated strategy.
Our approach helps you:
- Coordinate all your financial decisions for maximum efficiency
- Protect your wealth from market risk and taxes
- Create reliable income streams through dividend-producing assets
- Build a legacy while enjoying more of your wealth during retirement
- Break free from the traditional 4% withdrawal rule
- Capture and maximize every dollar flowing through your economy
- Structure your finances to automatically save and invest
Our Core Values
Who Our Wealth Planning Advisors Serve
Our wealth planning advisors work with anyone serious about their money. If you’re committed to building and protecting your wealth, we’re committed to helping you. Most of our clients are business owners, high-income professionals, firefighters, and medical device representatives.
Each client’s situation is unique, but our principles remain consistent.
We take special pride in serving first responders. These brave men and women protect our communities. Our wealth planning advisors help protect their financial future.
Our ideal clients want to:
- Understand how their financial decisions impact each other
- Protect their wealth while maintaining growth potential
- Create tax-efficient income streams
- Leave a meaningful legacy for their family
- Take control of their financial future
- Transform their financial “B game” into their “A game”
Our Promise
We’ll help you move beyond the financial “junk drawer” approach. No more scattered, uncoordinated financial products. Instead, we’ll build an integrated strategy that helps you save it, spend it, and pass it on effectively.
We believe you can achieve your maximum financial potential. But it requires the right tools, the right strategy, and trusted wealth planning advisors to help you get there. That’s what Fortress Wealth Architects provides.
We’ll help you build confidence in your financial decisions. Together, we’ll create a strategy that protects what you’ve built while maximizing your opportunities for growth.
Our commitment goes beyond traditional planning. We’ll help you understand the “why” behind every recommendation. You’ll gain the knowledge and confidence to make better financial decisions.
Let’s build something stronger together. Schedule a Discovery Call with our wealth planning advisors now.