We have a fiduciary obligation to put the interest of our clients before our own.
How We Plan
Our 5 Steps begin with an analysis to understand your appropriate levels of risk.
What Clients Ask
We answer the most frequent questions about serving your investment needs
Where to Connect
You can log into your accounts, schedule meetings, learn from our resources.
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.
Small Business Owners
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.