Fortress Fiduciary

As licensed specialists in the tax, financial services, and trust industries for over the years, we currently have seen and heard just about every approach from companies and institutions relative to the intention of delivering private customer services to well meaning people. To some, it may mean an offer from one to act as a corporate fiduciary only to later put people at risk of diminished net worth, as bureaucracy and inattention destroy their financial interests. For others, it may be a tax company providing funds and securities for sale, thereby placing their interests directly ahead of their customers.