Our goal is to pioneer the
future of wealth management.
We feel that we harness human experience and cutting-edge technology to help enable our clients to make the impact they want on the world while living their best life.
Our Story
We believe that anyone can change the world for the better. If you have positively influenced even one life, you have changed the course of their life, the lives of their loved ones, and our collective world. However, we recognize that wealth often limits the impact even the most well-intentioned can make globally.
Founded in 2022 on the principle that personal wealth is our most significant obstacle to impact, Fortuna Wealth Management pairs industry-leading technologies with human experience to help transform how good people build and preserve wealth.
We help our clients spend less time worrying about money and more time on the people and causes that matter most.
Our Technology
Fortuna Wealth Management combines the power of advanced analytics, the familiarity of human connection, and the convenience of user-friendly interfaces to help good people make the impact they want on the world while living their best life.
We craft your roadmap to success; our technology puts it at your fingertips. Welcome to the future of finance.
Our People
Our Chicago-based team specializes in providing financial and lifestyle advice to those with a propensity to do good. Our experienced financial advisors deliver uniquely tailored plans composed of the best available advice, supporting you and your loved ones as you pursue your ideal life and build a lasting legacy.
Our financial advisors and consultants consist of CERTIFIED FINANCIAL PLANNNERS™, a designation widely recognized as the gold standard of financial advice. The distinction demonstrates their commitment to the highest standards of quality and ethics.
