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.
Less than 10 Client Families Per Advisor
$2B+ Net Worth Under Advisement
98% Client Retention
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.
Handled.
Investments
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.