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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.

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Blogs

Cash Balance Plan Case Study

January 1, 2024 | Josh Zorger, CFP®, Fortitude Private Wealth

The business owner increases their total retirement plan contribution from $37,500 per year to $107,000 per year.
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Should I Contribute to Traditional 401(K) or Roth 401(K)?

December 1, 2023 | Josh Zorger, CFP®, Fortitude Private Wealth

It is best to make financial decisions based on what we know to be 100% true today.
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How Does a Back-Door Roth IRA Contribution Work?

November 1, 2023 | Josh Zorger, CFP®, Fortitude Private Wealth

This is accomplished by making a Traditional IRA contribution and then converting it to a Roth IRA.
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Cash Balance Plans Basics

October 21, 2023 | Josh Zorger, CFP®, Fortitude Private Wealth

A Cash Balance Plan may be added in addition to a 401(k) Plan or a 401(k) Plan with Profit Sharing.
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FPW Market Update: October 2022

October 4, 2022 | Josh Zorger, CFP®, Fortitude Private Wealth

Receiving regular communication from your advisor is important, but it is of greater importance during times of increased market volatility.
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CARES Act: Changes to Tax Filing, Required Minimum Distributions

April 9, 2020 | Josh Zorger, CFP®, Fortitude Private Wealth

The Act has also waived the Required Minimum Distribution (RMD) requirement on IRA Accounts for 2020.
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FPW Market Update: March 2020

March 17, 2020 | Josh Zorger, CFP®, Fortitude Private Wealth

Be patient and always have a plan for increasing risk exposure to stocks.
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FPW Market Update: February 2020

February 28, 2020 | Josh Zorger, CFP®, Fortitude Private Wealth

Focus on your time horizon and not making decisions to your risk tolerance and asset allocation based upon fear.
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SECURE Act Eliminates Stretch IRA

January 23, 2020 | Josh Zorger, CFP®, Fortitude Private Wealth

The removal of the lifetime stretch option was replaced by a 10-year payout for most non-spouse beneficiaries.
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Videos

Helping Clients Through Market Volatility
Rebalancing Strategy Based Upon Price
Josh's Story
FPW’s Proactive Client Process
Maximizing Business Retirement Savings

News

2022 Successful Year for Fortitude Private Wealth

March 2, 2023 | Josh Zorger, CFP®, Fortitude Private Wealth

2022 was a successful year for Fortitude Private Wealth as Client Assets Under Management Increased by 5.3%. Fortitude Private Wealth is an independent, fee-only registered investment advisory firm located in Carmel, Indiana serving clients in 12 states.
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FPW Asset Management Program Expanded for Held Away Assets

February 15, 2021 | Josh Zorger, CFP®, Fortitude Private Wealth

This new program allows us to input trades and provide quarterly performance reporting on held away client accounts.
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Fortitude Private Wealth Did Not Take PPP Loan

July 10, 2020 | Josh Zorger, CFP®, Fortitude Private Wealth

Registered Investment Advisory Firms who received the PPP loan are required to publicly disclose.
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