FORTIFIED WEALTH

Overview

Fortified Wealth is a small independent registered investment adviser organized as a limited liability company and owned by an individual. The firm concentrates on serving individual and family clients, offering comprehensive financial planning alongside discretionary portfolio management for individuals and small businesses. Its advisory scope also includes selecting third‑party advisers and acting as a capital allocator for client capital. The firm uses a mixed fee schedule — percentage of assets under management plus the ability to charge hourly or fixed fees — and does not position itself as an ESG-focused or multi-state adviser. Core business activities are financial planning, discretionary portfolio management, and manager selection rather than pension consulting or serving as a related adviser to another RIA.

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Location & Offices