Fortitude Private Wealth
Fortitude Private Wealth, located in Carmel, IN, is an independent fee-only registered investment advisor committed to a fiduciary standard of care. Founded by Certified Financial Planner Josh Zorger, the firm offers personalized wealth management designed to address the financial needs of entrepreneurs, small business owners, and retirees.
The firm emphasizes a proactive investment management process, focusing on individual client investment objectives, risk levels, and rebalancing strategies driven by market price changes. By eschewing commissions and product sales, Fortitude Private Wealth prioritizes clients' interests above all, ensuring tailored financial planning and support through market volatility.
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