Fortuna

I’m excited to share how I’m evolving my practice with Fortuna, a digital investment platform. Fortuna will provide you with access to an institutional-quality investment portfolio and automated portfolio management, coupled with the guidance and long-term focus that comes with having a dedicated financial advisor like me. If you’re interested in taking a modern approach to investment management, it only takes a few minutes to create your custom recommended Fortuna portfolio. Watch to learn more and click here to generate your free proposal. I’m available by phone or email to answer any questions you may have.