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Fortitude Private Wealth

Josh FPW Pic_2016 - CopyJosh Zorger is the founder of Fortitude Private Wealth and has more than 10 years of experience in the wealth management industry.  In 2007, he left the ‘sales oriented’ brokerage industry to pursue his goal of building an independent, unbiased wealth management firm. His experience has taught him that his clients desire to communicate with the main decision maker of a company and not multiple sales people.  Josh believes that his clients deserve objective, unbiased guidance that should be delivered by operating under an independent business model.

Straightforward, Josh treats his clients like they are members of his own family. He understands and appreciates that the success of Fortitude Private Wealth is directly correlated with the financial success of his clients.

In addition to holding the Series 7 and 66 securities registrations through LPL Financial, Josh is a Certified Financial Planner™ practitioner.  By earning certification by the CFP Board, he has taken extra-steps to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.  Josh is also licensed for Life and Health Insurance in multiple states.

Josh grew up in northeastern Indiana. He relocated to Chicago after graduating from Indiana University’s Kelley School of Business to pursue a career in finance. He started his career at Bank of America in Chicago as a securities analyst within structured credit products, performing pricing and risk analysis on credit derivatives portfolios. He later joined Banc of America Investment Services in Chicago as a financial advisor.

After living in Chicago for over 10 years, Josh and his wife, Stephanie, decided to relocate to Indiana in order to move closer to family.  Even though the main office for Fortitude Private Wealth is located in Carmel, the firm serves many clients in the Chicagoland area and within a total of 9 states.

When not spending time with their three children, Liam, Kenzie and Lucie, Josh and Stephanie are active in their community. They are members of Our Lady of Mount Carmel Catholic Church. They also both serve as Board Members on the Wayland Villars DIPG Foundation. DIPG is a very rare childhood brain cancer.

 

Check the background of this investment professional on FINRA’s BrokerCheck.

 

LPL Financial Certified Financial Planner Fortitude Private Wealth
600 E Carmel Drive, Ste #159
Carmel, IN 46032
Phone: 317-819-8550

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment advisor and separate entity from LPL Finanical.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, IL, IN, OH, & WV.
Fortitude Private Wealth, Level Four Advisory Services, LLC and LPL Financial are separate entities.
*No strategy assures success or protects against loss. Investing involves risk including loss of principal.