Several years ago, our founder’s perspective on providing advice to our clients was changed dramatically when he heard a woman speaker share that the average age a woman becomes a widow in America is 55. As the woman continued to tell her story about all of her challenges, he realized he was leaving the most important questions unasked and that he had an opportunity to serve his clients in a way that would truly make a difference in their lives. Investment management is certainly important, but our lives are about so much more than our portfolios.
At Fortiter Wealth Management, we believe our advice does more than enhance the wealth you’ve created—it also strives to help you leave a meaningful legacy for heirs and for generations to come.
By integrating all aspects of your financial life, we help you see wealth in its totality, not as individual, disconnected elements. We seek to develop strategic insights, tactical recommendations, and wise counsel to address all aspects of your financial life.
A Defined Process in Planning Your Long-Term Goals.
While wealth certainly has its benefits, it also presents an incredible degree of complexity and often presents challenges we never could have predicted.
Fortiter Wealth Management seeks to bring clarity to this complexity through a forward-thinking plan defining what you hope to accomplish with your wealth. Our process includes a series of discovery conversations, highly personalized discussions to understand what is most important to you, and how you want your wealth to help you achieve your most important goals.
We follow with the development of a wealth management plan featuring integrated strategic and tactical recommendations that aim to align your investment portfolio, business interests, estate and trust planning, tax planning, trusts, insurance protection, philanthropic endeavors and more.
And because your life is always changing, our team works with you in an effort to ensure that your wealth management plan proactively prepares for change as well, always giving you confidence for the road ahead.
The Importance of the Fiduciary Standard.
After decades of experience at larger, multinational firms, we believe that it’s impossible to serve both your personal needs and their corporate mandates at the same time. Why is this important?
Many firms operate according to the “suitability” standard. The products and services they recommend must merely be suitable for your needs. Too often, firms operating under this standard encourage their advisors to sell solutions created by the firm above all others. If there are better solutions for you elsewhere, you may never find them.
You and your family deserve better. As a completely independent wealth management firm, no bank, investment house or other outside party has an ownership stake in our business. Accordingly, we have elected to register as an investment adviser and operate under the fiduciary standard. A fiduciary is required to act at all times in the best interest of their client. Fiduciary duty is widely considered to be one of the highest level of professional responsibility one party can have to another.
Fortiter Wealth Management is a Registered Investment Advisor regulated by the United States Securities and Exchange Commission.