Wishing everyone a warm, joyful, and Happy Thanksgiving filled with blessings! #Thanksgiving
Fortify Capital
投资管理
Los Angeles，California 144 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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As your life evolves, your need for life insurance also tends to change. Let’s sit down to make sure your plans match where you’re at in your life.
When Should You Reevaluate Your Life Insurance Coverage?
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Chief Investment Officer Brent Schutte looks at evidence that the economy is out of balance and the role that rates could play in how quickly it regains equilibrium.
The Importance of Striking the Right Balance
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When there is no plan, your loved ones often become the plan. Take the opportunity now to talk about options and plan ahead; your future self (and loved ones) will thank you!
Planning for Long-Term Care Expenses
northwesternmutual.com
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Chief Investment Officer Brent Schutte looks at the market’s reaction to the election and the nuances that could determine where the economy goes from here.
Markets Soar as Investors Bet on a Surge for the Economy
northwesternmutual.com
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It’s important to discuss the costs of college with your family—and look for resources that can help you cover them.
Your Guide to Understanding and Filling Out the FAFSA
northwesternmutual.com
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For their patriotism and their service, for giving us something worth protecting today and a tomorrow worth planning for, I am deeply grateful for those who’ve served—and those who supported them. #VeteransDay Fortify Capital
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Reach out if you have questions about your financial plan being on track as we close out the year.
Your 2024 Year-End Financial Checklist
northwesternmutual.com
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Chief Investment Officer Brent Schutte explains how an uneven economy and the unpredictable impact of rate cuts could be a headwind for the economy going forward.
How Treasury Yields Add a Twist to Hopes for a Goldilocks Ending