Fortress Wealth Planning, a $1 billion financial advisory firm based in Jacksonville, Fla., has joined the HighTower platform, HighTower announced Tuesday.
The addition continues HighTower’s growth from 2016. The Fortress Wealth Planning team includes founding partners Michael Skowfoe, Eileen Ortega, Jay Rolfe and Jim Williams. Fortress Wealth Planning was previously with Wells Fargo Private Bank.
Fortress Wealth Planning provides individuals and families with financial planning services including investments, credit, liquidity, insurance, business succession, estate and philanthropic needs.
In 2016, HighTower added 14 financial advisory teams with approximately $4 billion in assets to its platform and expanded to six new states. Fortress Wealth expands HighTower’s presence in Florida. Hightower, based in Chicago, now is in 26 states and has $36.5 billion in assets.