A family office
that feels like family.

  • One stop management of your entire financial life.
  • World class, in-house professionals who take the lead.
  • In-depth plans & strategies built for you, not a demographic.
  • Personal CFO support including Accounting and Bill Pay.
Talk to Our Founder

Less than 10 Client Families Per Advisor

$2B+ Net Worth Under Advisement

100% Organic Client Growth

Managing millions is a full time job.
Make it ours.

Fortitude is a fully-integrated team of  investment advisory, wealth management, tax services, accounting, philanthropy, and business operations professionals.

We take a high-touch approach to expand your wealth, amplify your impact, and streamline your life. Together, we’ll protect your most valuable asset: time.

Your financial life.


Our in-house investment team will craft custom, goals-based, and integrated strategies to not just keep your wealth, but grow it.

Wealth Management

Not just a service, but a philosophy. We personalize plans to meet your long-term objectives. Sophisticated strategy meets human connection.

Estate, Gift & Tax

Sustainable wealth and lifestyle maintenance depends on tight tax and investment coordination. Your financial stakes are high – that’s why you have us.

Personal CFO Support

Experience the convenience of your own financial executive! Our team coordinates day-to-day services including Accounting, Bill Pay, and Payroll on your behalf.

Get to know our team