Fortress Financial

David Savage is the owner and lead advisor for Savage And Company Wealth Management, LLC. David started his career at American Express Financial Advisors and worked at Morgan Stanley before co-founding a successful independent firm in Bend, Oregon, Capstone Wealth Management Group. David brings over twenty years of experience to his work.David is committed to providing financial planning and investment advice to clients with the highest level of professionalism and integrity. He is a Certified Financial Planner Professional

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy