Fortezza Wealth Advisors, LLC

Fortezza Wealth Advisors is a registered investment advisor based in Fincastle, Virginia, offering discretionary portfolio management and personalized financial planning. Fortezza Wealth Advisors tailors its investment advice to each client's individual needs and objectives, utilizing a variety of strategies including fundamental analysis, technical analysis, charting analysis, and modern portfolio theory. In addition to investment management, Fortezza Wealth Advisors integrates financial planning into the portfolio management process at no additional cost. The firm primarily advises on equities, mutual funds, exchange-traded funds, certificates of deposit, and money market funds. Fortezza Wealth Advisors also permits the use of third-party money managers when appropriate. Professionals at Fortezza Wealth Advisors may also act as independent insurance agents, offering insurance products for separate commission-based compensation.