Dave

The Fortress Companies

We are a Family Office designed to serve business owners, their families, and employees. We provide a full service offering that covers and integrates all things Financial, Insurance, Tax, and business growth related. We are here to help businesses grow, reduce unnecessary expenses and taxes, while finally helping with succession and exit planning so business owners can transition into the next stage of life on their terms. Registered Representatives offer securities through First Allied Securities, Inc. a Registered Broker/Dealer Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Adviser. First Allied entities are under separate ownership from any other named entity.