Fortiter Wealth Management, LLC

Fortiter Wealth Management, LLC, established in August 2014 by Managing Member Vincent Elliott, offers financial planning, investment management, and wealth management services. The firm prioritizes evaluating clients' holistic financial situations before designing and implementing investment plans to achieve financial objectives. Clients must enter into written agreements outlining the advisory relationship terms. As a fiduciary, the firm always acts in the client's best interest, maintaining open communication to meet financial goals while considering risk tolerance and time horizons. Services include Comprehensive Portfolio Management and Retirement Plan Consulting. The firm manages $342,645,368 in discretionary assets as of 12/31/2024. Fees for Comprehensive Portfolio Management are tiered based on portfolio value, billed quarterly in advance. Retirement Plan Consulting fees are based on plan assets under management. The firm uses fundamental analysis and Modern Portfolio Theory in investment strategies, including mutual funds, ETFs, and alternative investments. Fortiter Wealth Management does not charge performance-based fees and serves high net worth individuals, trusts, corporations, and pension plans. Clients have investment discretion options, and the firm does not accept proxy authority for voting client securities. The firm does not provide financial information in the brochure.