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Fortress Wealth and RetirementFinancial advisor in Mequon, WI

Fortress Wealth and Retirement is a financial advisor at 13314 Lakewood Dr, Mequon, WI 53097, ranked #39 of 242 financial advisors in Mequon and rated 5.0 from 5 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Mequon, WIUpdated 0 paid placements in any rankingHow we rank

Call (414) 690-9544Website ↗

Key facts

Key facts about Fortress Wealth and Retirement
Address13314 Lakewood Dr, Mequon, WI 53097Get directions
Phone(414) 690-9544
Websitefortresswr.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Mequon and 11 towns within 25 miles: Cedarburg, Grafton, Brown Deer, Glendale, Port Washington, Whitefish Bay, Germantown, Menomonee Falls, Shorewood, Richfield and Milwaukee.

Based in Mequon, WIView on map

Opening hours

Opening hours for Fortress Wealth and Retirement
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Fortress Wealth and Retirement

How is Fortress Wealth and Retirement ranked in Mequon?

Fortress Wealth and Retirement is ranked #39 of 242 financial advisors in Mequon by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Fortress Wealth and Retirement’s hours?

Fortress Wealth and Retirement is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Fortress Wealth and Retirement serve?

Serves Mequon and 11 towns within 25 miles: Cedarburg, Grafton, Brown Deer, Glendale, Port Washington, Whitefish Bay, Germantown, Menomonee Falls, Shorewood, Richfield and Milwaukee. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Fortress Wealth and Retirement?

Fortress Wealth and Retirement has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Fortress Wealth and Retirement?

Call Fortress Wealth and Retirement on (414) 690-9544. The business is at 13314 Lakewood Dr, Mequon, WI 53097. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Fortress Wealth and Retirement compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Fortress Wealth and Retirement (this business)—655.0 (5)NoNo
Landmark Credit Union#37653.2 (77)YesNo11.7 mi
Associated Bank#38653.9 (25)YesNo12.0 mi
BMO Bank N.A Branches#40653.6 (16)YesNo10.0 mi

See all 242 ranked financial advisors in Mequon