Fortivus Wealth Group
There is no greater wealth in this world than peace of mind. We help our clients simplify their financial lives to bring them closer to achieving that peace for today and tomorrow through lasting, meaningful relationships based on trust and integrity. Our mission is to guide high-net-worth individuals through some of the most uncertain, stressful times of life, specifically pre-retirement and early retirement. We accomplish this by listening to our clients to learn about their concerns and needs. In so doing, we identify financial goals and objectives specific to their planning needs.
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Verified contacts
14
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- ND
Nicholas Duelfer
Director of Wealth Management · Finance & Accounting
EmailPhone - AC
Aaron Channing
Chief Advancement Officer, Partner, Private Wealth Advisor at Fortivus Wealth Group | Northwestern Mutual Private Client Group · Other
EmailPhone - CF
Carly Fisher
Director of Insurance Operations · Operations
EmailPhone - JD
Jenna Dowling
Director of Financial Planning · Finance & Accounting
EmailPhone - AC
Allison Caler
Leadership Support Associate · General Business & Management
EmailPhone - BC
Brett Carr
Retirement Plan Specialist · Finance & Accounting
EmailPhone - EP
Erika Portolese
Chief Operations Officer · Operations
EmailPhone - MS
Michael S. Robustelli
CEO, Partner, Private Wealth Advisor · Other
EmailPhone
Showing 8 of 14 verified contacts
Top roles at Fortivus Wealth Group
12 distinct titles indexed · top 10 shown.
- 1ceo, partner, private wealth advisor
- 1chief advancement officer, partner, private wealth advisor at fortivus wealth group | northwestern mutual private client group
- 1chief operations officer
- 1co-founder and wealth management advisor
- 1director of financial planning
- 1director of insurance operations
- 1director of wealth management
- 1insurance operations specialist
- 1investment operations associate
- 1investment operations intern
- +2more titles
Sign up to unlock all 14 contacts at Fortivus Wealth Group
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