Fortiter Wealth Management

Our objective advice aims to offer the guidance you need to make the most of both your financial and your personal assets: your family, your values, your devotion to service and giving, and your vision for tomorrow. Fortiter Wealth Management typically focuses on clients with assets in excess of $10 million. Yet the word “client” underestimates the value of the relationships we have built, because we believe our clients are more like family. We are grateful for the opportunity to join these families as they celebrate life’s greatest accomplishments, and to comfort them during its most severe challenges. We consider it an honor and a privilege to do so. What Makes Fortiter a Unique Wealth Management Firm • Our wealth management services include much more than investments • We help protect and grow all three components of our clients’ wealth—financial capital, human capital and intellectual capital • 70% of families fail to sustain their wealth over three generations because they focus too much on the money (financial capital) and not enough on developing their family members to achieve their God-given potential (human capital) and learn how to preserve and grow their wealth in the future (intellectual capital) • We are guided by our Christian faith and fiduciary duty to be trusted stewards of our clients’ wealth • Our advisors average more than 25 years of experience helping families grow wealth and use it to strengthen their relationships and improve the lives of others • That experience extends beyond investment to family education, wealth transfer, asset protection and charitable giving • We partner with our clients’ spouse/successor and their other advisors to take over if something happens to them • We help clients educate their children to become good stewards by achieving their full potential in life and learning how to protect and grow their wealth in the future • We limit our client base to a select group of families who share these ideals