Fortitude Private Wealth is an independent, fee-only registered investment advisor based in Carmel, Indiana. With a focus on entrepreneurs, small business owners, and retirees, they provide a comprehensive and personalized wealth management process, practicing under a fiduciary standard of care. Their proactive Investment Management Process includes a trading and rebalancing strategy triggered by changes in market prices, ensuring clients have a specific plan based on their investment objectives.
Founded by Certified Financial Planner Josh Zorger, Fortitude Private Wealth is committed to putting the interests of their clients first. They receive no commissions and do not sell any products, providing unbiased financial advice. In addition to their professional endeavors, Josh and his wife are actively involved in their church and community, reflecting their dedication to serving others.
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