Dan Glod, CFP®, CPWA®, CIMA®, ChFC®
Founder and Wealth Manager
CRD# 3013135
This page provides access to public regulatory resources for Stone Fortress Wealth Strategies and its advisory professionals.
Stone Fortress Wealth Strategies is the primary business name of DDMT Financial Services, LLC. Public regulatory information for the firm is available through the SEC Investment Adviser Public Disclosure website.
Use the firm profile link to access the current regulatory record and available disclosure information directly from the public regulatory database.
Review public regulatory profile information for Dan Glod and Jim Clark using the links below.
Founder and Wealth Manager
CRD# 3013135
CIO and Senior Portfolio Manager
CRD# 4469500
FINRA BrokerCheck is an independent public resource for reviewing background information on brokers, investment adviser representatives, and firms.
SEC Investment Adviser Public Disclosure provides access to public investment adviser firm and individual adviser information.
Visit SEC IAPDDisclosure documents and regulatory records may change over time. For the most current public filings, use the regulatory profile links above.
DDMT Financial Services, LLC, DBA Stone Fortress Wealth Strategies (collectively “we,” “our,” and “us”) is a Registered Investment Advisor (“RIA”) located in the State of Pennsylvania. We provide investment advisory and related services for clients nationally. We will maintain all applicable registrations and licenses required by the various states in which we conduct business, as applicable. We render individualized responses to persons in a particular state only after complying with all regulatory requirements or pursuant to an applicable state exemption or exclusion.
Please read these terms and conditions of use (“Terms”) carefully before using the website located at https://stonefortresswealth.com/ (“Website”) or any of the information or services provided by us in connection with the Website.
By using the Website, you acknowledge that you have read and understood these Terms and agree to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by us in connection with the Website and should promptly terminate all use thereof.
The terms “you” and “your” mean you and any entity you may represent in connection with your use of the Website. You may use your browser to download or print a copy of these Terms for your records.
We reserve the right to change, modify, add, or remove portions of these Terms at any time and for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. By accessing the Website after changes have been posted, you acknowledge that you agree to the Terms as modified.
These Terms were last updated in July 2026.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of asset-allocation strategies depends on the underlying investments.
This Website is intended to provide general information about us and our services. It is not intended to offer or deliver investment advice. Information regarding investment services is provided solely to help visitors understand our investment philosophy and strategies and to provide a way to contact us for further information.
Market data, articles, and other content on this Website are based on generally available information believed to be reliable. We do not guarantee the accuracy of information contained on this Website. The information is general in nature and should not be construed as investment advice.
Please remember that it remains your responsibility to advise us in writing of any changes in your personal or financial situation or investment objectives for purposes of reviewing, evaluating, or revising our previous recommendations or services. You should also notify us if you would like to impose, add, or modify any reasonable restrictions on our investment advisory services.
We will provide prospective clients with a copy of our current Form ADV Part 2A, the Disclosure Brochure, and Form ADV Part 2B, the Brochure Supplement for each advisory person supporting a particular client. You may obtain copies through the SEC’s Investment Adviser Public Disclosure website or Contact Us to request a free electronic or paper copy.
We are committed to safeguarding the personal information of our clients, also referred to as “you” and “your,” that we obtain as your investment advisor, as described in our Privacy Policy.
We do not collect personal nonpublic information through this Website. However, we may collect information from you through application forms, agreements, profile or investment policy statements, and other documents received or processed in connection with the services we provide. We may also collect information from other sources.
We do not respond to “do not track” requests because we do not track you over time or across third-party websites to provide targeted advertising. We may track activity within our Website to help improve our content.
We may use cookies and similar online technologies to store and sometimes track information regarding your use of the Website. Cookies are small data files sent to your browser or related software from a web server and stored on your device.
Cookies may help us collect information regarding use of the Website, including the date and time of visits, pages viewed, time spent on the Website, and general information about the device or browser used.
You may refuse or delete cookies by configuring your browser settings. Most browsers and mobile devices provide settings for managing cookies. Refusing or deleting cookies may cause some inconvenience when using the Website, including the need to reconfigure preferences.
While using the Website, you may have the opportunity to click through to websites operated by unaffiliated third parties. These websites may collect nonpublic personal information about you.
We do not control websites operated by third parties and are not responsible for their information practices. Our Privacy Policy does not address the information practices of other websites. The privacy policies of third-party websites are available on those websites.
We often communicate with clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are important to us. We make every effort to ensure that email communications do not contain sensitive information.
We remind clients and others not to send private information by email. If you have sensitive information to deliver, we can provide a secure means for delivery.
Please note: We do not accept trading or money-movement instructions by email.
As a registered investment advisor, our emails may be subject to inspection by our Chief Compliance Officer (“CCO”) or securities regulators.
If you have received an email from us in error, please contact the sender and destroy the email and its contents.
If you have questions regarding our email policies, please Contact Us.
Some material available through our Website may be password protected and restricted to authorized users. Users of password-protected areas are responsible for all use of their passwords and for maintaining their confidentiality.
We may use third-party websites, including social media websites, blogs, and other interactive content. We consider interactions with clients, prospective clients, and the general public on these websites to be advertisements under applicable securities regulations.
As a result, we generally retain copies of information that we or third parties may contribute to these websites. This information may be subject to review and inspection by our CCO or securities regulators.
Information provided through these websites is for informational or educational purposes only and should not be considered investment advice or a recommendation of any investment product.
Advice may be provided only by our advisory persons after entering into an advisory agreement and receiving the requested background and account information.
If you have questions regarding our policies, please Contact Us.