Know

YOUR ADVISOR - CFP®
YOUR COST - Fee-Only
WHO TO TRUST - Fiduciary Standard

Schedule Introductory Call
Fortitude Private Wealth Carmel Indiana
Fortitude Private Wealth Carmel Indiana
Fortitude Private Wealth Carmel Indiana

We are an independent, fee-only registered investment advisor. Practicing under a fiduciary standard of care, we provide a comprehensive, personalized wealth management process addressing the primary financial concerns and challenges of our clients. 

OUR FOCUS

Entrepreneurs

Small Business Owners

Retirees

Helping Clients Through Market Volatility


As a client, you will have a specific plan that is based upon an Investment Objective. We help you target the amount of risk or volatility that your portfolio should have, as well as a projected return and time horizon.

Rebalancing Strategy Based Upon Price


We implement an Investment Management Process for you that is proactive in nature and utilizes a trading and rebalancing strategy that is triggered by changes in market prices.

Meet Josh Zorger, CFP®

Josh Zorger, a Certified Financial Planner™, founded Fortitude Private Wealth, which is an independent, fee-only registered investment advisor. Practicing under a fiduciary standard of care, Fortitude Private Wealth provides a comprehensive, personalized wealth management process addressing the primary financial concerns and challenges of our clients. Fortitude Private Wealth receives no commissions and does not sell any products. Josh and his wife also raise four children and are active in their church and community.

Learn More About Josh

GET IN TOUCH
You are invited to have a phone call with Josh by filling out our form.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Logo for Fee OnlyLogo for TD AmeritradeLogo for LinkedInLogo for CFPLogo for NAPFALogo for Fortitude Account