FORTRESS ASSET MANAGEMENT®

• We strive to work in concert with other trusted professionals to provide seamless advice and management... We create a customized solution for our clients' needs. Here at Fortress Asset Management, we strive to be 100% independent, and we use multiple custodians. We have extensive experience working with Business Owners (our optimal clients) who are trying to prepare for a liquidation. We help them create tax efficient ways to exit their business and then we manage the assets after the sale in a way that has been planned out well in advance. Before the sale we build client portfolios around the Private Equity they hold in their current firm, making sure that generally their largest assets are being included in all planning and diversification... We at Fortress Asset Management in Salt Lake City begin the relationship by listening and discussing your lifestyles, goals, wishes, dreams, and family situations. We construct a customized plan to help you accomplish your goals. Our..

Primary location: Salt Lake City United States