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Fortitude Strategic Wealth

Headquarters Location

White Plains, NY, USA

Area of Specialization

Tax Strategy, wealth management, Financial Advisory, Real Estate Investments, Cost Segregation

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CCSP Certified

Yes

Category

Financial Advisor

Other Office Locations

New York, Texas, Illinois, California, Utah, Colorado

Description:

Fortitude Strategic Wealth provides integrated tax strategy, wealth planning, and financial advisory services for high-income professionals, business owners, entrepreneurs, and established families. The firm takes a coordinated approach to financial planning, connecting tax strategy with business advisory, real estate, investments, estate planning, and long-term wealth management. Fortitude Strategic Wealth helps clients identify opportunities to improve tax efficiency, optimize capital, structure real estate investments, and build a comprehensive financial strategy designed around their broader goals. With a focus on proactive planning and ongoing optimization, the firm serves clients who have outgrown fragmented, transactional financial advice and need a more integrated approach to managing their wealth.

Contact Info:

Phone Number

(832) 786-8624

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