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Our Approach

Wealth Management, Fortified.

At Fortify Capital, we partner with clients to co-create a roadmap for financial freedom, identify the simplicity amongst the complexity, and provide expert guidance for a lifetime of wealth and security.

Family on beach

Our purpose is to fortify your financial position, now and for future generations.

We prioritize your values and vision to bring purpose and intentionality to the financial planning process. Through a cadence of constant oversight, we advise on public and private market investment strategy, retirement income planning and estate succession.

Fortify Capital is a member firm of the Northwestern Mutual Private Client Group. Functioning as an exclusive boutique firm within one of the nation’s most respected financial institutions, Fortify Capital seeks to deliver sophisticated solutions that leverage the intellectual capital and insights of the firm.