Fortress Financial Group traces its roots back to 1989, when Rick Holewinski began serving clients across Green Bay and Northeastern Wisconsin. Over time, the practice grew into a dedicated team committed to guiding families, professionals, and business owners through every stage of life and every market cycle.
Founded and led by Rick T. Holewinski, Certified Financial Planner CFP® and Chartered Retirement Planning Counselor CRPC®, our now six-person team brings together comprehensive financial planning expertise backed by Ameriprise Financial, one of America's most established financial services firms. We specialize in retirement income planning, tax planning strategies, estate planning, Social Security optimization, and business succession planning for individuals and families throughout Brown, Outagamie, Winnebago, and Door counties.
We believe financial confidence comes from a plan that is built around your life not a generic template. Whether you are a business owner preparing for an exit, a professional approaching retirement, or a family navigating a major life transition, Fortress Financial Group has the team, the credentials, and the experience to help you move forward with clarity.