We believe true wealth is a life rich in meaning and purpose.
We believe that what we do is more important than what we have.
Aspire to Inspire
We believe that businesses have a responsibility and a unique opportunity to lead as a powerful catalyst for positive change. We can use traditional and contemporary business tools to drive systemic progressive social change by supporting the efforts of movements that deal with those issues, such as climate justice and social equity.
Financial Literacy
Fortuna Wealth Management is committed to promoting financial literacy within our communities through various initiatives and programs. We believe in going above and beyond to empower people with the knowledge and resources to create opportunities, share solutions, and spread hope.
We believe empowering individuals with financial literacy significantly improves our communities, society, and the world. Conversely, a lack of financial understanding can lead to higher debt levels and lower savings rates. Global issues such as hunger, poverty, and climate change, get treated as afterthoughts when individual households face financial insecurity.
Partnerships
Fortuna Wealth Management partners with local and national organizations to teach financial literacy to improve the lives of those around us. If you represent an organization or want us to connect with a worthy cause, we invite you to contact us.
