If you’re unsure whether you’ve done enough to prepare for retirement, let’s talk through your blind spots and opportunities together.
Fortify Capital
投资管理
Los Angeles，California 159 位关注者
Expert guidance for a lifetime of financial security. Wealth Management, Fortified.
关于我们
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. 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.
- 网站
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https://www.fortifycapitalwealth.com/
Fortify Capital的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Los Angeles，California
- 类型
- 私人持股
- 领域
- Financial Planning、Investment Planning、Retirement Planning、Estate Planning、Alternative Investments和Life Insurance
地点
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主要
获取路线
11111 Santa Monica Blvd
Suite 1100
US，California，Los Angeles，90025
Fortify Capital员工
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Michael A. Waxberg
CLU?, ChFC?, CFP?, RICP?, Founder & Private Wealth Advisor
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David P. Rasak, CFP?, CLU?, ChFC?, RICP?
Private Wealth Advisor
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Kimberly Rietfors
CLU?, ChFC?, CFP?, CASL?, Director of Investment Operations at Fortify Capital
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Cullin Haden, AWMA?
Private Wealth Service Associate at Fortify Capital
动态
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Chief Investment Officer Brent Schutte discusses the risks and potential for unexpected opportunities in a rapidly changing global economy. https://spr.ly/604201WfK
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Fortify Capital is proud to share that our Director of Investment Services, Kimberly Rietfors, has been featured in the list of Los Angeles Business Journal’s: 2025 Women of Influence: Finance. This prestigious recognition highlights her exceptional leadership, expertise, and impact in the financial sector, as well as her significant contributions to the Los Angeles business community. - Congratulations Kim! ?? #FortifyCapital #WealthManagement #TeamSuccess #ClientFocus #FinancialExcellence
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