Fortune Management, LLC is a Raleigh based fee-only independent financial planning and investment management firm.
Client-centered, we offer wealth management services to affluent individuals who want to delegate some responsibility for managing their financial structure and its on-going supervision. We know that our expertise, the perspective of experience, innovative thinking and collaboration are what’s expected of a fiduciary advisor.
We want clients from whom we can earn the right to be their trusted advisor. We listen carefully to understand their values and who and what matters to them. Together, we then map the path ahead.
Collaborating with our clients’ other professionals, the result is often a new set of priorities. But what always results is a new sense of control and peace of mind. That’s Smarter Money™ at work.