A complete list of active advisors currently associated with Fortitude Private Wealth

Warmer can help you find a great advisor at Fortitude Private Wealth or one who fits your needs even better.

Fortitude Private Wealth is a fee‑only advisory that provides discretionary investment management and comprehensive financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and corporate/business entities. The firm also offers ERISA retirement plan services and consulting for qualified plans alongside standard planning and portfolio monitoring services. Investment programs are tailored to clients’ stated goals, time horizons and risk tolerances and may employ fundamental, technical, charting and cyclical analyses across long‑ and short‑term strategies; the firm accepts discretionary authority to select, purchase and sell securities and can manage held‑away assets. Financial planning engagements cover a broad set of topics — taxes, estate planning, retirement income, stock option and college planning — and are provided either as fixed‑fee plans or hourly consulting. What distinguishes the firm relative to many independent peers is its work with corporate/business clients and explicit pension consulting capabilities, including the ability to act as a limited‑scope ERISA 3(21) fiduciary or a discretionary 3(38) investment manager, with services that include participant education and assistance in selecting qualified default investment alternatives. The firm reports managing roughly $126 million for about 67 clients, documents plan‑specific exclusions for illiquid or employer‑related assets, and operates through relationships with qualified custodians for trade execution and custody.

To learn more about the advisors currently working at Fortitude Private Wealth, 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
Joshua Zorger	Carmel, IN	22

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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