A complete list of active advisors currently associated with Fortezza Wealth Advisors, LLC

Warmer can help you find a great advisor at Fortezza Wealth Advisors, LLC or one who fits your needs even better.

Fortezza Wealth Advisors, LLC is a newly registered investment adviser that provides discretionary portfolio management together with financial planning and consultative services for individuals, high‑net‑worth individuals, and charitable organizations. The firm advises on equities, certificates of deposit, mutual funds, money market funds and ETFs, and includes financial planning at no additional charge for portfolio management clients. Fortezza typically manages accounts on a discretionary basis and may recommend or hire third‑party money managers, monitoring their performance and reallocating assets if a manager’s style or performance deviates from stated objectives, although the firm currently has no arrangements with other advisers. Its investment methods include charting, technical and fundamental analysis and modern portfolio theory; the firm directs brokerage to specific custodians (AssetMark and Altruist) and uses custodian cash sweep options for cash management. The brochure discloses material events involving a management person, including a 2025 settlement related to investments in limited‑liability companies, a prior broker‑dealer termination for related conduct, and a pending client complaint alleging loss on a 2023 investment, which prospective clients may wish to review. The firm does not act as a private‑fund adviser, and its advisory personnel are licensed insurance agents who may receive separate commission compensation for insurance sales, a potential conflict of interest distinct from advisory fees.

To learn more about the advisors currently working at Fortezza Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Andrew Gentiluomo profile photo Andrew Gentiluomo
Fincastle, VA
21
Warmer team member

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