FORTIFY WEALTH, INC.

Overview

Fortify Wealth, Inc. is an independent registered investment adviser that serves individual and family clients through a mix of financial planning, portfolio management, pension consulting and educational workshops. The firm operates on a fee model that blends percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Investment activity centers on pooled public funds and mutual funds for core portfolio exposure, supplemented by targeted alternative allocations and annuity solutions when client objectives call for income, diversification or tax-deferred structures. The firm is not positioned as an ESG-focused adviser and does not identify as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices