SERVICES
Strategic Wealth Solutions, Tailored for Your Legacy
At Fortitude Strategic Wealth, we integrate advanced strategies across tax, business, estate, and family office planning. Every solution is designed to reduce taxes, unlock liquidity, and accelerate wealth creation.
We go beyond traditional tax planning. Our team identifies opportunities to eliminate unnecessary taxes, restructure income, and optimize wealth growth through insurance, retirement vehicles, and advanced planning strategies. Every dollar saved is reinvested to multiply your long-term wealth.
We act as your outsourced CFO, providing clarity and structure for business owners and entrepreneurs. From entity optimization and cash flow management to valuations, exits, and acquisitions, we bring the financial discipline of a Fortune 500 CFO to your company — without the overhead.
Designed for high-net-worth families and business owners, our family office model coordinates tax, legal, insurance, and wealth strategies under one umbrella. This holistic approach ensures your wealth is protected, aligned with your values, and positioned to last for generations.
We create tailored strategies for wealth transfer, succession, and protection. Through trusts, advanced estate planning, and legacy frameworks, we safeguard family assets, minimize estate taxes, and ensure your wealth passes seamlessly to the next generation.
Real estate is one of the most powerful wealth-building tools. We help clients maximize its potential through strategic financing, cost segregation, 1031 exchanges, and tax-efficient structures. Whether for personal holdings or investment portfolios, we make real estate a cornerstone of generational wealth.
Your Needs, Our Expertise
Your challenges drive our solutions, blending innovation and strategy to meet your unique business needs. With our expertise, success is within your reach.
FAMILY OFFICE
We handle your financials so you can focus on what matters most. From tax and estate planning to budgeting and strategic philanthropy, we simplify complex tasks and protect your legacy. Our services also include wealth management through Fortitude Strategic Wealth helping you grow and sustain your success with expert investment analysis and market monitoring.
EXITS
We offer tax planning to maximize capital, strategic planning for future readiness, and CFO consulting to enhance financial management. Our exit planning and M&A services ensure smooth transitions, while our family office simplifies finances. Additionally, we provide estate planning and wealth management through Fortitude Strategic Wealth to grow and protect your assets.
ESTABLISHED COMPANIES
We offer expert tax planning to maximize capital retention and navigate tax laws. Our strategic planning shapes your business’s future with tailored strategies. Through CFO consulting, we provide financial insights and risk management. We also specialize in exit planning, valuation, acquisitions, and loans and capital advice to support growth and secure funding.
GROWTH COMPANIES
Fortitude Strategic Wealth offers expert tax planning and strategic planning to guide your business’s future. Our CFO consulting strengthens financial management, while we assist with exit planning, valuation, and acquisitions. We also provide loans, capital advice, and accounting services for growth and informed decisions.
STARTUPS
Fortitude Strategic Wealth excels in tax planning, helping businesses retain capital by navigating complex tax laws year-round. Our strategic planning creates tailored strategies and stress tests future scenarios to ensure your business is prepared. With CFO consulting, we strengthen financial understanding, offering insights on financial planning and risk management to help your company thrive.