Fortress Private Ledger, LLC

Fortress Private Ledger manages investment portfolios and offers financial planning, hourly consulting, and retirement plan consulting. Fortress Private Ledger creates customized portfolios based on each client's risk tolerance, goals, and time horizon. Services are delivered through associated investment adviser representatives. The firm offers both traditional accounts and wrap fee programs, and can manage accounts on a discretionary or non-discretionary basis. In addition to general investment management, Fortress Private Ledger assists with specialized strategies including qualified opportunity zone investments and third-party manager selection.