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Fortitude Private Wealth

Company News & LPL Market Research

Joshua D. Zorger CFP® Carmel Indiana SmartVestor Pro

Joshua D. Zorger, CFP®, is a Carmel Indiana SmartVestor Pro who was selected by Dave Ramsey and the Ramsey Solutions organization to help with your retirement, college savings and other investments. Each SmartVestor Pro is interviewed and vetted to make sure they align with Dave’s common sense principles and ethical standards. Josh is passionate about […]

Joshua D. Zorger, CFP® Honored with the 2016 Five Star Wealth Manager Award

Carmel, IN (PRWEB) September 16, 2016 Five Star Professional is pleased to announce Joshua D. Zorger, CFP®, Fortitude Private Wealth, has been chosen as one of Indianapolis’s Five Star Wealth Managers for 2016. Five Star Professional partnered with Indianapolis Monthly to recognize a select group of Indianapolis-area wealth managers who provide quality services to their […]

August Portfolio Compass by LPL Research

The Portfolio Compass  provides a snapshot of LPL Financial Research’s views on equity, equity sectors, fixed income, and alternative asset classes. Click here for the August 2016 Portfolio Compass. This monthly publication illustrates our current views and will change as needed over a 3- to 12-month time horizon. The top down is an important part […]

Quarterly Search for Income by LPL Research

The Search for Income  publication is a quarterly guide to our top ideas for income producing securities and strategies. This publication offers active and passive income suggestions from our current mutual fund recommended list, along with suggested exchange-traded funds (ETF). Many of the asset classes/sectors can be used individually or in a diversified portfolio, and […]

LPL Financial Certified Financial Planner Fortitude Private Wealth
600 E Carmel Drive, Ste #159
Carmel, IN 46032
Phone: 317-819-8550

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment advisor and separate entity from LPL Finanical.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, IL, IN, OH, & WV.
Fortitude Private Wealth, Level Four Advisory Services, LLC and LPL Financial are separate entities.
*No strategy assures success or protects against loss. Investing involves risk including loss of principal.