We are an independent, fee-only registered investment advisor. Practicing under a fiduciary standard of care, we provide a comprehensive, personalized wealth management process addressing the primary financial concerns and challenges of our clients.
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Blogs
Cash Balance Plan Case Study
The business owner increases their total retirement plan contribution from $37,500 per year to $107,000 per year.
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Should I Contribute to Traditional 401(K) or Roth 401(K)?
It is best to make financial decisions based on what we know to be 100% true today.
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How Does a Back-Door Roth IRA Contribution Work?
This is accomplished by making a Traditional IRA contribution and then converting it to a Roth IRA.
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Cash Balance Plans Basics
A Cash Balance Plan may be added in addition to a 401(k) Plan or a 401(k) Plan with Profit Sharing.
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FPW Market Update: October 2022
Receiving regular communication from your advisor is important, but it is of greater importance during times of increased market volatility.
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CARES Act: Changes to Tax Filing, Required Minimum Distributions
The Act has also waived the Required Minimum Distribution (RMD) requirement on IRA Accounts for 2020.
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FPW Market Update: March 2020
Be patient and always have a plan for increasing risk exposure to stocks.
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FPW Market Update: February 2020
Focus on your time horizon and not making decisions to your risk tolerance and asset allocation based upon fear.
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SECURE Act Eliminates Stretch IRA
The removal of the lifetime stretch option was replaced by a 10-year payout for most non-spouse beneficiaries.
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Helping Clients Through Market Volatility
Rebalancing Strategy Based Upon Price
Josh's Story
News
2022 Successful Year for Fortitude Private Wealth
2022 was a successful year for Fortitude Private Wealth as Client Assets Under Management Increased by 5.3%. Fortitude Private Wealth is an independent, fee-only registered investment advisory firm located in Carmel, Indiana serving clients in 12 states.
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FPW Asset Management Program Expanded for Held Away Assets
This new program allows us to input trades and provide quarterly performance reporting on held away client accounts.
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Fortitude Private Wealth Did Not Take PPP Loan
Registered Investment Advisory Firms who received the PPP loan are required to publicly disclose.
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