Fortress Financial

Jack D. Gibbs, Jr., CPA and Wealth Management Advisor, and Lebeau Potgieter, Wealth Management Advisor, head our boutique financial advisory firm. We are proud to serve our clients and friends with a personalized approach to tax advantaged planning and wealth management. Our passion lies in helping our clients define what wealth means to them and creating a plan to achieve their unique financial goals.

Our firm is dedicated to offering a comprehensive range of services to meet the diverse needs of our clients. From retirement planning and protection, to brokerage and tax-efficient investing, we provide a one-stop solution for all your financial needs. We understand the importance of crafting a tailored plan for each individual and take the time to understand your personal situation, dreams, and concerns.

We offer the following services:

Retirement Planning and Protection

We help our clients prepare for the future with a range of retirement planning services. Our focus is on creating a tax-efficient plan that aligns with your individual goals and risk tolerance. We also provide protection services, including insurance and family income protection, to ensure that your family is taken care of no matter what life throws your way.

Brokerage and Tax-Efficient Investing

Our team is experienced in brokerage and tax-efficient investing. We help our clients make the most of their investments by minimizing taxes and maximizing returns. Our approach is tailored to each individual's needs and we are committed to providing unbiased advice and recommendations.

Employer Retirement Plan Analysis, Design, and Implementation

We offer comprehensive services for employer retirement plans. Our team will analyze your current plan and provide design and implementation recommendations to ensure that it meets the needs of your business and employees.

ROTH IRA Conversion Planning

We provide expert guidance on Roth IRA conversion planning. Our team will help you understand the benefits and drawbacks of a Roth IRA conversion and create a plan that aligns with your financial goals.

College and Education Planning

We understand the importance of education and the rising cost of tuition. Our team provides comprehensive college and education planning services to help our clients save for their children's or grandchildren's education in a tax-efficient manner.

Multi-Generational Planning

We specialize in multi-generational planning to help our clients pass on their wealth to future generations. Our team will work with you to create a plan that aligns with your values and ensures that your wealth is preserved for generations to come.

Comprehensive Tax Preparation and Planning Across the United States

Our team is experienced in comprehensive tax preparation and planning across the United States. We provide unbiased advice and recommendations to ensure that our clients are making the most of their tax deductions and credits.

At our firm, we pride ourselves on our commitment to our clients and friends. Our first priority is to take care of you and your family, at whatever stage of life you're at. We believe that trust, honesty, and integrity are the cornerstones of a successful financial partnership. Our team is ready to evaluate and support all your potential investments and life transitions.