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Fortuna Wealth

Boca Raton Businesses
Boca Raton, Florida, 33431

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"We strive to be your quarterback on all financial decisions."

Contact Information

Company Name
Fortuna Wealth
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Phone Number
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2600 N Military Trl
Suite 215
Boca Raton, Florida, 33431
United States

Company Details

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Year Established
Hours of Operation
8:30am - 5:30pm M-F
Closed Sat-Sun
Some Holiday Hours May Apply
Accepted Forms of Payments
All forms of payment accepted
-Certified Financial Planner (CFP®)
-Certified Plan Fiduciary Advisor (CPFA®)
-Certified Long Term Care Consultant (CLTC®)
-FINRA Series 6, 7, 63 & 65 registrations
-Life & Health Insurance Licenses
Honors & Awards
-2023 Forbes Best-in-State Wealth Advisor
-2022 Advisor Hub Top 50 Solo Practitioner
-Top 100 Bank Advisor 2016, 2017, 2018
-Broward County Trial Lawyers Association Gold Sponsor

More About Fortuna Wealth


Our principal belief is that everything begins with a well-designed financial plan. We’re highly adept at seeing the big picture of your financial life, and then addressing all the details that make the plan work – including identifying and addressing any gaps that may have previously been overlooked.

Fortuna Wealth Specialties

Fortuna Wealth Personalities

Posted 12/27/2023 by Fortuna Wealth
Noah Wills

Noah, give our readers a brief intro about what you do. Whether planning to build a home by the lake or help... View More