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Fortitude Private Wealth

What We Do

Fortitude Private Wealth provides fully transparent, unbiased financial advice to small business owners and individual investors who want to accomplish a specific financial goal or overcome a financial obstacle.  Whether this is increasing your savings, lowering your tax burden or funding your retirement, our consultative, comprehensive process will help you put a measurable plan into place.

Minimizing the Unknown

When making financial decisions, there are multiple factors that are uncontrollable. How much money do you earn in a year? How much interest do you earn on your savings? What is the interest rate of your mortgage? How will the stock market perform on an annual basis?

Fortitude Private Wealth (FPW) was established to help decode the complex financial services industry and focus on the financial factors that are controllable.

Is it possible to save more of your income on a pre-tax basis? Can you save more of your take-home paycheck each month? Is it possible to control the cost of receiving financial guidance? Is it possible to minimize the cost of investing? Who benefits the most from financial products being sold to you?

Comprehensive Approach

FPW analyzes financial information in a comprehensive, holistic manner. We do not believe it is possible to make an appropriate financial recommendation without understanding the big picture.

Customized Investment Process Focused on Low Cost and Risk Management

An investment strategy should be tailored to your specific needs. The fees should be transparent and reasonable. The focus of your investment strategy should be on risk management. It is important to discuss the potential for different outcomes and discuss how your wealth will be affected by these contrasting outcomes.

No Proprietary Products

At FPW, no proprietary products are recommended for clients.

 

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.