Plans tailored to your goals.

Our core values are very simple and impeccably human. If our clients are not successful or happy – then we can’t be either.

Personal Wealth Management

You won’t find cookie cutter solutions here. As an independent wealth management firm, we don’t sell products for commissions. We believe, as a fee-only firm, we are better able to align our client’s goals with the solutions best suited to achieve their goals.

Our Wealth Management Services are based on proven, time-tested methodologies. We understand that your financial situation and goals are unique to you. At Fortune Financial, our focus is on identifying what’s important to you so we can create a plan tailored achieve your goals.

Our Services

Wealth Management

Comprehensive — personalized — financial planning

Investment planning and management, including market analysis, asset allocation and ongoing risk-reward reviews

Fee comparisons spelled out in plain terms

Retirement Planning

Retirement income analysis

Portfolio and asset allocation management

Longevity income needs analysis and distribution strategies


Estate Planning

Asset preservation & protection

Wealth transfer and tax strategies

Charitable and legacy giving

Discretionary Goal Planning

Debt management and budget planning

College and higher education funding

Caring for aging parents

Travel and memorable vacations

Second or vacation home purchases

Home renovation projects

Gap Analysis

Life, disability, long-term care or other insurance needs assessment

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    Bundled Services vs. Unbundled Services