Ward R. Brickner is a partner at Fortress Financial Inc. Ward is also a Member of Intl. Assoc of Registered Financial Consultants. In addition to TV appearances, Ward’s investment directives are often published within the financial trade. He continues to see great value in conducting seminars in order to personally connect with, and inform preferred clients, in an ever changing an often volatile market.
In 1985 Mr. Brickner, started his career at one of the oldest investment firms in the country, Laidlaw, Adams & Peck, established in 1842. He was a Senior Investment Strategist, as well as the Senior Head Trader from 1994 to 2001 for a Wall Street investment firm. Ward has accumulated over 30 years of solid experience in all equity and fixed income securities. Ward is proficient in investment strategy, portfolio design and structure. Ward has worked with CPA’s, Attorneys, pre-retirees and retirees at Fortune 500 companies, the entertainment and fashion industries, as well as the New York City Police and Fire departments, small business, not for profits and teachers. A top priority has always been asset preservation, growth of income, and reduction of tax liability.
Years ago, it became clear to the founding partners of Fortress Financial Inc. that to offer clients the creative strategies and information they need would require a team effort. To that end, Fortress Financial Inc. has designed and developed an elite organization of professionals to assist their clients achieving each aspect of their financial plan. Fortress Financial Inc. has included as part of their team a wide variety of individuals from all professional financial and related disciplines to developed effective plans designed to help maximize returns and minimize costs. With these highly trained and experienced professionals Fortress Financial Inc. is able to integrate all aspects of an individual’s life into one easy-to-understand model. With Fortress Financial Inc. straight forward systems, clients can work hand in hand with their financial professional to help them maximize their wealth and help promote their financial security.
Ward lives on the north shore of Long Island in Locust Valley, New York with his wife and 3 children. He takes great joy in being involved at their church, as well as keeping up with the chaos of having three children. Fishing, golf and boating are always a pleasure when he can find the time. Ward also serves as the Assistant Scout Master for his son’s Boy Scout Troop.