A complete list of active advisors currently associated with Fortino Wealth Management, LLC

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

Fortino Wealth Management provides discretionary and non-discretionary portfolio management, non-management investment advice, and project-oriented financial planning to individuals, families, and businesses. The firm indicates it serves individual clients who are not limited to high-net-worth households and does not require a specific account minimum, though it may decline engagements for various reasons. Its investment approach references modern portfolio theory and seeks to reduce risk through global diversification, primarily using mutual funds and exchange-traded funds alongside fundamental security analysis and market trend and economic cycle considerations. FWM implements recommendations, provides ongoing monitoring and reporting, and accepts either discretionary authority or non-discretionary engagements based on client preference. The firm is affiliated with an accounting practice owned by the firm’s principal and the principal also holds a capital markets role at a growth equity firm, relationships the brochure discloses as available but not required to clients. Distinctive among peers, FWM offers project-based financial planning billed at fixed fees in addition to asset-based advisory services, provides portfolio management to individual clients, and does not act as a private fund adviser.

To learn more about the advisors currently working at Fortino Wealth Management, 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.