Fortitude Private Wealth, Inc
Fortitude Private Wealth (FPW) is a fee-only registered investment advisor located in Carmel, Indiana serving clients in nine states. We have a fiduciary responsibility to provide advice that is in your best interest. We receive no commissions. We do not sell any products.
FPW was founded with the vision of helping clients decode the complex financial services industry by focusing on the financial factors that are controllable. Focusing on controllable factors, such as minimizing investment cost and maximizing tax efficiency, should increase the probability of achieving long-term financial goals.
Our comprehensive private wealth strategies specialize in advising Small Business Owners and High Net Worth Individuals and Families. Through an ongoing and proactive relationship with the owner of FPW, you will be treated as an important member of a small, exclusive club. FPW will also collaborate with your other advisors, such as your accountant and attorney, to make sure everyone is on the same page.
For Investment Management, all trading is performed In-House on a discretionary basis. This enables FPW to have control over client portfolios and keep portfolio expenses low. Clients receive an Investment Policy Statement with a customized Investment Objective for each account. In addition, clients receive a quarterly portfolio update with account and performance information, along with detailed fee disclosures.
Before hiring an Investment Advisor, we strongly encourage you to read their ADV Part 2 Disclosure Brochure to learn more about them.