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Fortitude Private Wealth

Strategies, Not Products

Our comprehensive private wealth strategies have helped our clients not only increase the likelihood of accomplishing their financial goals, but has also empowered them.

Unlike most financial services companies, we provide solutions through a consultative process.

Comprehensive Private Wealth Strategies

FPW Elite™ Strategies

This is our most comprehensive service where we provide wealth management and portfolio management strategies for your assets that are held in custody at LPL Financial. The minimum asset level to qualify for this service is $350,000 per household held in custody at LPL Financial. The cost depends on the total amount of assets under advisement.

FPW Exclusive™ Strategies

This comprehensive private wealth strategy does not require that assets be held in custody at LPL Financial to qualify. The cost depends on your total liquid net worth.

Individual Components of our Comprehensive Private Wealth Strategies

Our comprehensive process focuses on several specific areas that we provide a customized client experience.

FPW Personal Index™

Emotion can often cause investors to make poor decisions that can be detrimental to achieving their long-term goals. The FPW Personal Index™ has helped our clients define a specific growth rate for pursing their long-term goals.

FPW Portfolio Management™

The value of FPW Portfolio Management™ is achieved through our disciplined, planned approach that is focused on risk management. Every client has a specific buy and sell discipline that is communicated and planned for ahead of time. We manage seven different asset allocation models that utilize low cost investment vehicles and non-traditional asset classes.

FPW Charitable Giving Strategies™

Helping clients understand their options for leaving a legacy to a charitable organization is something of great importance. There are specific charitable giving strategies that we discuss and help our clients utilize.

FPW Social Security Maximization Strategies™

Before electing to receive your Social Security benefits, it is very important to discuss different scenarios for maximizing the amount of your benefit. We help our clients understand what the appropriate strategy is for maximizing this important component of their retirement income.

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.