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.
PROSPECTIVE CLIENTS: GET IN TOUCH
You are invited to have a phone call with Josh by filling out our form.
Cash Balance Plan Case Study
The business owner increases their total retirement plan contribution from $37,500 per year to $107,000 per year.
Should I Contribute to Traditional 401(K) or Roth 401(K)?
It is best to make financial decisions based on what we know to be 100% true today.
How Does a Back-Door Roth IRA Contribution Work?
This is accomplished by making a Traditional IRA contribution and then converting it to a Roth IRA.
Cash Balance Plans Basics
A Cash Balance Plan may be added in addition to a 401(k) Plan or a 401(k) Plan with Profit Sharing.
FPW Market Update: October 2022
Receiving regular communication from your advisor is important, but it is of greater importance during times of increased market volatility.
CARES Act: Changes to Tax Filing, Required Minimum Distributions
The Act has also waived the Required Minimum Distribution (RMD) requirement on IRA Accounts for 2020.
FPW Market Update: March 2020
Be patient and always have a plan for increasing risk exposure to stocks.
FPW Market Update: February 2020
Focus on your time horizon and not making decisions to your risk tolerance and asset allocation based upon fear.
SECURE Act Eliminates Stretch IRA
The removal of the lifetime stretch option was replaced by a 10-year payout for most non-spouse beneficiaries.
Helping Clients Through Market Volatility
Rebalancing Strategy Based Upon Price
2022 Successful Year for 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.
FPW Asset Management Program Expanded for Held Away Assets
This new program allows us to input trades and provide quarterly performance reporting on held away client accounts.
Fortitude Private Wealth Did Not Take PPP Loan
Registered Investment Advisory Firms who received the PPP loan are required to publicly disclose.