We’ll Help You Climb Your Ideal Financial Mountain

Fortitude Capital Management is an independent financial services firm committed to the long-term financial success of its clients. We partner with individuals and families to design and implement customized investment, financial and wealth plans.  We advise in divorces, providing needed advise during sometimes stressful situations with compassion. We also work with businesses and not-for-profits to identify and implement strategies for their qualified plan (e.g. 401(k), 403(b)) and investment needs.

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Our Services

We provide assistance in the following areas:

Investments

  • Advisory Accounts
  • Brokerage Accounts
  • Individual Retirement Accounts
  • Mutual Funds and ETFs
  • Bonds
  • Common Stock
  • Asset Allocation
  • Municipal Bonds
  • Government Securities
  • Variable Annuities
  • Fixed Annuities
  • 529 College Savings Accounts

Financial Planning and Advisory

  • Personal Retirement and Investment Plans
  • Employer Sponsored Savings Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Divorce Planning and Advice
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Key Man Insurance

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Our Team

* To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third-party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.

Articles by Erik Ford

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