Meeting our client’s needs is a top priority.
To make this commitment possible, we offer access to a broad selection of financial products and services. Old Fort Bank is pleased to announce our Investment division, Old Fort Wealth Management.
Old Fort Wealth Management provides you, our clients, with a distinctly different wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service and innovative thought leadership. Old Fort Wealth Management provides access to a wide range of financial products and strategies available in the marketplace today without the restrictions and conflicts of interests commonly found in most large brokerage firms and investment banks.
Old Fort Wealth Management provides you, our clients, with a distinctly different wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service and innovative thought leadership. Old Fort Wealth Management provides access to a wide range of financial products and strategies available in the marketplace today without the restrictions and conflicts of interests commonly found in most large brokerage firms and investment banks.
Daniel A. Vieland, CHFC®
Old Fort Wealth Management
Bob Fries, MBA
Wealth Manager
(419) 580-2080
bfries@stratoswp.com
Old Fort Wealth Management
Securities offered through LPL Financial, member FINRA /SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Old Fort Wealth Management, a registered investment advisor and a separate entity from LPL Financial. Old Fort Bank and Old Fort Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with the following states: OH, FL, IL, PA, SC, TX.
To learn more about our investment professionals please visit FINRA'S BrokerCheck®.
Not FDIC Insured Products. Not Bank Guaranteed. May Lose Value.
Not A Deposit. Not Insured By Any Federal Government Agency.