As a boutique financial planning and wealth management firm we offer specialized retirement and legacy planning services. Our customized, concierge-style financial planning services are designed to help provide you and your family with the financial security and peace-of-mind you deserve. Our services often include asset management and investment strategies that help you navigate a complicated and ever changing financial landscape. Our comprehensive planning process incorporates your insurance, legal, accounting, tax, and investment needs. We will work with you to organize, optimize, implement, and maintain your financial resources according to your goals and specifications. If you already have a plan, we can review it for you. If you do not have a plan we can help you create one.
As an independent firm working for you, we are not obligated to sell or recommend proprietary products or specific investments. In fact, the Investment Advisor Representatives at Fort Wealth Management are held to a fiduciary standard. They recommend financial products, investments, and management solutions that are in your best interest. We work with you to develop and maintain a comprehensive retirement plan designed to meet your retirement and legacy goals.
We are an independent financial planning firm with no obligation to sell, offer or recommend any specific company’s investment or product. Our independence allows us to work for you, not against you. We have the freedom and duty to recommend investments, products and financial solutions that are in your best interest and benefit you the most.
Our team of financial professionals are ready to use their knowledge, skill and expertise to help you address your retirement and estate planning needs. Our financial professionals can provide customized planning, asset management and investment services focused on asset and income protection. Our comprehensive planning services can help you address your insurance, legal, accounting, tax, and investment needs.
Our fiduciary standard of care requires that our licensed investment advisor representatives act solely in the your best interest when providing you with financial and investment related advice. Our independence, affords our advisors with the freedom to recommend investments, products and financial solutions that are in your best interest and benefit you the most. We earnestly strive to meet or exceed this high standard of care for each and every individual, couple and family we serve.
Our team of professionals are educated in the art of financial planning and are passionate about sharing that knowledge with you. We believe that you will make better decisions with your finances when you are empowered with knowledge. With various undergraduate and graduate level degrees, financial designations and years of experience, our team is prepared to help you achieve even your most challenging financial goals.
Advisory services offered through CoreCap Advisors, Inc., a registered investment advisor. This material does not constitute an offer to purchase or sell securities or a solicitation of such offers in any jurisdiction in which Fort Wealth Management, CoreCap Advisors, Inc. and their respective associated persons are not appropriately licensed and/or registered to make or receive such offers. Fort Wealth Management and CoreCap Advisors, Inc. are separate and unaffiliated entities.
The content of this website is developed from sources believed to be accurate and current; however, Fort Wealth Management does not control those sources and therefore cannot guarantee such accuracy or currency. This material does not constitute tax or legal advice; Fort Wealth Management does not give such advice and you are encouraged to consult with appropriate professionals for such advice. Some of the material on this website was developed and produced to provide information on a topic that may be of interest. Fort Wealth Management, and CoreCap Advisors, Inc. are separate and unaffiliated entities. The opinions expressed and material provided is for general information and should not be construed as an offer to purchase or sell securities or a solicitation of such offers.
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