FORTIFY Private Wealth Management

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Edward Michael Poach III

Edward Michael Poach III

Private Wealth Advisor

Visit Edward Michael Poach III's website
Anthony Pol

Anthony Pol

Financial Advisor

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Robert Kimble

Robert Kimble

Associate Financial Advisor

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Team

Lance Koury

Lance Koury

Paraplanner

Dianne Gardner

Dianne Gardner

Operations Director,

Chief Operating Officer
Jennifer Davis

Jennifer Davis

Marketing Manager

Juliana Buswell

Juliana Buswell

Client Service Manager,

Financial Planning Specialist