IntentWire - Top MSP & MSSP Database Platform
Fortune Wealth Management logo

Fortune Wealth Management

About Fortune Wealth Management

As independent professional advisors, we offer you a personalized financial strategy. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the markets and in your circumstances, We focus on each client's complete financial picture, from building a nest egg to passing assets on to heirs. We are dedicated to the success of our clients through quality individualized planning, thoughtful advice, sound risk management as well as solid money management.

Min project size

50,000+

Hourly rate

50 / hr

Employees

8

Locations

United States

Year founded

Founded 2011

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

Leadership Team

S

Sonja White

President &CEO

Share Your Experience

Help others by sharing your experience with this company

No reviews yet

Be the first to review this company!