Rock Point Partners LLC

Fortress Planning Group LLC is an independent, fee-only, fiduciary firm located in Pewaukee, WI, serving families and individuals across the country. They specialize in designing and implementing comprehensive wealth management plans, focusing on a holistic view of wealth and family stewardship. Their services include investment management, retirement planning, income tax planning, insurance planning, and estate planning. With a deep understanding of the unique challenges faced by family stewards, Fortress Planning Group aims to provide exceptional security and financial freedom for their clients. Their team of experts works closely with clients to create customized plans that align with their current financial situation and future goals, ensuring peace of mind and allowing clients to focus on taking care of their families.Generated from the website

International Legacy Solutions LLC, based in Waukesha, WI, is a comprehensive financial services firm with administrative offices in Chicago and New York. Founded by industry experts Peter Steger, John Behr, and Rick Harig, the company specializes in legacy planning, tax mitigation strategies, and private placement financial structures. Offering personalized advisory services through affiliated entities Kingswood Wealth Advisors and Legacy Resources, International Legacy Solutions LLC provides tailored financial solutions for high net worth individuals. With a focus on efficiency and privacy, the firm's team of professionals delivers expert guidance in insurance analytics, financial planning, and wealth preservation.Generated from the website