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

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

Fortitude Wealth Management is a fee‑only registered investment adviser that provides financial planning and investment consultation to individuals, high‑net‑worth clients, and corporate pension and profit‑sharing plans. Services range from cash‑flow and retirement planning to estate and tax coordination and portfolio design, offered on a client‑by‑client basis. The firm generally takes a long‑term investment perspective and uses fundamental analysis and Modern Portfolio Theory when formulating recommendations and portfolio designs. Clients retain absolute discretion over implementation; the brochure discloses $0 in discretionary AUM and $103,000,000 in non‑discretionary AUM, so recommendations are implemented only with client consent. What is distinctive is the firm’s predominantly non‑discretionary model and its mix of clientele, including corporate plans alongside individual and high‑net‑worth clients, which is less common among peer independent advisers. Fortitude also emphasizes periodic (generally annual) reviews, coordination with other professional advisers, and maintains that it does not custody client assets even when fees are deducted directly from client accounts.

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