Joe Grabar
Accredited Investment Fiduciary with a passion for helping business owners mitigate and defer capital gains taxes at exit
- Role
- Managing Principal at Fortress Financial Partners
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Joe Grabar
Joe Grabar is the Founder and Managing Principal of Fortress Financial Partners, a comprehensive wealth planning and investment management firm based in Raleigh, NC. With over 25 years of experience, Joe is a respected advisor serving the needs of professionals, business owners, high net-worth families, and corporate retirement plan sponsors.Early on in his wealth management practice, Joe recognized the important role professional development plays in delivering the most innovative financial planning and investment strategies for his clients. Holding a Bachelor of Arts with business concentration degree from Virginia Tech, Joe went on to complete his Masters of Science in Financial Services through the Irwin Graduate School of the American College. Joe holds the FINRA Series 6, 63, 7, 66, 53, 4, 99 and 24 securities registrations with Fortress Private Ledger.Joe Grabar and his wife Corey reside in Raleigh with their five wonderful children. He is an active member of Holy Trinity Anglican Church as well as an active supporter of Cornerstone Academy. Away from the office, Joe enjoys spending time with his family and friends, playing guitar and chess, going to the beach, and following the Virginia Tech Hokies.Securities, Financial Planning and Advisory services offered through Fortress Private Ledger, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA/SIPC, please refer to website section above. Third party posts found on this profile do not reflect the view of Fortress Private Ledger and have not been reviewed by Fortress Private Ledger as to accuracy or completeness. The Fortress Private Ledger registered representative associated with this page may only discuss and/or transact business with residents of the following states: NC
Experience
Managing Principal
Nov 2011 — Present
Serving professionals, high-net worth families, and business owners, Fortress Financial Partners delivers comprehensive wealth planning services and investment management through leading-edge, web-based technology. Providing clients with their own personal financial website, our integrated approach provides a platform for online collaboration with legal and accounting professionals.
Education
Virginia Tech
Bachelor of Arts, International Business
1991 — 1995
Irwin Graduate School of the American College
Master of Science in Financial Services
2005 — 2006
University of Valencia
Political Economy
1993 — 1994
Skills
- Executive Benefit Strategies
- 401k Rollovers
- Asset Allocation
- Risk Management
- Health Savings Accounts
- Personal Tax Planning
- Retirement Planning
- College Funding Strategies
- Retirement Plan Consulting
- Long Term Care Insurance
- Annuities
- Investment Management
- Employee Benefits
- Trust Services
- Qualified Retirement Plans
- Estate Planning
- Disability Insurance
- Alternative Investments
- Fee Based Financial Planning
- Life Insurance
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