A complete list of active advisors currently associated with Fortify Wealth, Inc.

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

Fortify Wealth serves primarily individual clients, including high‑net‑worth households, and also provides advisory services to corporations and retirement plans. The firm offers discretionary asset management, financial planning and consulting, ongoing management of variable annuity and variable life products, and fiduciary ERISA plan services (providing both 3(21) and 3(38) roles), and it conducts educational seminars and workshops. Fortify Wealth implements portfolios using a proprietary research methodology that generates an “Approved List” and model allocations, drawing on third‑party data sources such as Morningstar, MoneyGuidePro, and Black Diamond. Portfolios are built around strategic asset allocation with periodic disciplined rebalancing, manager due diligence, and discretionary trading authority to implement client‑specific objectives; variable annuity and life accounts are reviewed on an annual basis. Noteworthy features include the firm’s public seminars and workshops and that its investment advisor representatives are licensed insurance agents (spending up to 25% of their time on insurance activities), which the brochure discloses can introduce additional product offerings and potential conflicts of interest. The firm also emphasizes ERISA 3(38) fiduciary management and direct management of variable annuity/variable life assets, reflecting a small three‑advisor practice managing roughly $115 million across about 79 clients.

To learn more about the advisors currently working at Fortify Wealth, Inc., 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.