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 financial planning and discretionary investment management firm that serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations and employer retirement plans. The firm manages roughly $126 million for about 67 clients and provides management both for accounts at its chosen custodian and for held‑away assets held elsewhere. The firm’s process begins with an initial net worth and risk assessment and uses a documented investment policy to deliver ongoing discretionary portfolio management tailored to client objectives. Investment methods draw from fundamental, technical, charting and cyclical analysis and may include long‑ and short‑term strategies, options, private placements and indirect exposure to cryptocurrencies; the firm also offers financial planning on a fixed‑fee or hourly basis. Distinctive features include the combination of individual wealth management with ERISA plan services that can be provided as either limited 3(21) advice or as a full discretionary 3(38) investment manager for retirement plans, and the explicit practice of managing held‑away assets. The firm is fee‑only, recommends a primary custodian (Schwab) while disclosing receipt of custodial economic benefits, and does not vote client proxies (clients receive proxy materials directly).

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.