Old Fort Wealth Management

Weve been with Melanie for about 10 years! She has always been very available and helpful when we have financial questions. She provides excellent customer service and reaches out to check in on us on a regular basis.
Mar 12th, 2024

My wife and I tried a couple different investment firms, but when we met Melanie we knew from the first return that we had made the right choice.Many years later we still have the same feelings as our investments have met our acceptance. The door is always open to get Melanie or someone to give you the information you need. Melanie and Lisa are top notch at what they do, and visiting their office is like visiting family.
Mar 2nd, 2024

My wife & I sat down for one of Melanies free consultations and we were extremely happy with the time we were able to spend with her. The office staff was very warm and welcoming. Melanie was very personable & we absolutely felt like she listened to our questions and tailored her expertise for us. No high pressure sales, no system to buy into, just honest answers and good advice. We plan to continue using her services.
Feb 21st, 2024

A great wealth management company. My husband and I have worked with Melanie Radcliff at Old Fort Wealth Management since 2005. We now call her our friend and I share with anyone that will listen what she has done for us. She has taught us and guided us financially so well for years. We were both able to retire early and comfortable due to her guidance and investment advice. She guides us to withhold the correct taxes and keeps us informed in market changes. In all these years she has helped us through many market changes and anxiety. We meet with her anytime we need information or fears calmed. She is a great financial teacher, wealth manager and friend. She and Lisa Ann work hard to build relationships and wealth with all there clients but they make us feel like we are their favorite clients.
Jan 31st, 2024

Met with Melanie , what an absolute pleasure. Very welcoming and opening environment. Melanie and her staff have gone beyond customer service and exceed hospitality. Extremely knowledgeable and has the ability to break down complex systems into easy ways of understanding. Anything to do with Taxes or money management can make anyone feelings of uncertainty and anxiety. But Melanie and her staff break it down to the basics, and builds a real relationship with you. They are far from being after your money they truly have your best interest at heart. I left my meeting with her filling hopefully and confident. With Old Fort Wealth your not a number or just a random face in the crowd they have really gone above and beyond to make it feel like an extension of home and family. I look forward to many years of doing business with Old Fort Wealth. I would not trust my financial planning or taxes with these big companies and corporate entities. She will do more for you then any of the big banks, and will be more happy to see you hitting your financial goals , and watching you grow and prosper with the help of her team. I wouldnt trust anyone else with my business. Dont pass Old Fort Wealth up I promise you its worth your time and energy to meet this team of experts. We are truly blessed to have a company that values and operates in truth , transparency, and integrity.
Dec 30th, 2023