FORTITUDE PRIVATE WEALTH

Overview

Fortitude Private Wealth operates as an independent registered investment adviser focused on serving individual and family clients with fee-based financial planning and portfolio management. The firm is organized as a corporation, controlled by an individual owner, and became SEC-registered in 2025. Its advisory services emphasize discretionary portfolio management for individuals and small businesses alongside financial planning and pension consulting. Fee arrangements include percentage-of-assets, hourly charges, and fixed fees. Investment activity is centered on public funds and mutual funds as the primary vehicle for client portfolios, but the firm also incorporates alternative exposures — notably private placements, real estate, and digital currency — through third-party managers or fund structures. Fortitude is not an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices