Fortify Wealth, Inc.

Overview

Fortify Wealth, Inc. is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. Its fee menu includes percentage-of-assets, hourly work, and fixed-fee engagements. Fortify Wealth does not identify as an active ESG investor and does not function as a third-party capital allocator. The firm maintains an affiliation with an insurance company, which aligns with its use of annuity products in client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices