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What do  YOU really need?      This is not about us.

You are as unique as a snowflake.   So too are your unique financial circumstances.    We can customize a financial plan designed to help give you potential income for the future that is tax optimized for your unique tax and financial needs.  Gone are the days of failing to coordinate your investment strategies with your tax strategies.   Forward thinking,  not just for wealth but to help optimize that lowest tax rate.


*Past performance may not be indicative of future results. 

Schedule a free Tax analysis today!
Why Old Fort Wealth Management?

Why Old Fort Wealth Management?

We bring a combined three decades of experience, not just in wealth management, but in tax planning.  We would be honored to  build you a  financial plan that is not only sustainable,  but optimized for the potential of an improved  tax outcome.  Having the heart of a teacher, Melanie Radcliff CPA/PFS will give you a guided tour through your tax returns and current portfolio to help you achieve your long-term financial goals in a tax efficient way.  Our  TAXNAV system will map you a route to Tax Efficient Retirement income and Wealth Building.  Think of it as navigation for a lifetime of security and tax efficiency.

Old Fort Team
Our Process
First Meeting

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