Concierge-Style Wealth Planning to Organize and Simplify Your Life
We combine our deep technical experience with our high-touch, client-centered approach to help you and your family achieve your wealth planning goals. Who We AreOur Services
Fortitude Financial Partners is powered by Mariner Advisor Network, which gives our team access to experienced tax, trust, estate planning, investments, retirement planning and insurance professionals. We’ll bring these teams in when needed to offer you a comprehensive wealth plan. Mariner Advisor Network also provides us with IT, compliance and operational support, which frees us up to spend less time on day-to-day operations and more time working with valued clients like you to help you reach your goals and aspirations.
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Insights
Solid Results and Finish to 2023. Back to Normal Is Our Theme for 2024.
Our theme for the equity market as we approached 2023 was: 2023 is likely to be the inverse of 2022. We’re deeply...
More to Celebrate Than Fear as We Head Into 2024
“By rationally looking at long-term trends instead of viscerally reacting to the horror story of the day, you’ll see...
Why We’re Cautious Near Term and Constructive Longer Term. The Key Is Rates.
As we near year-end, we are cautious about S&P 500 returns in the near term. Our S&P 500 targets for year-end...