From personal borrowing to long-term wealth building, Fortune Wealths provides clear financial guidance designed to help individuals, families and businesses make confident decisions at every stage.
2,400+ households trust us with their future
Fortune Wealths was built on a simple frustration: too many Americans get product sales disguised as advice. We flipped the model. We're paid only by our clients, we put every recommendation in writing, and we measure ourselves by one number — the wealth our clients keep and grow.
Our vision is to become America's most trusted independent wealth partner — a firm where every family and founder, regardless of account size, has access to the caliber of planning traditionally reserved for institutions.
Our mission is to deliver conflict-free, fiduciary financial guidance that compounds: clear plans, disciplined portfolios, honest fees, and a relationship our clients are proud to pass down to their children.
We rebuilt wealth management around transparency. Here's what that means in practice — and why clients from Miami to Seattle stay with us year after year.
Meet Your AdvisorEvery advisor signs a binding fiduciary oath. Your best interest isn't a slogan here — it's a contractual obligation you can hold us to.
CFP®, CFA and EA professionals on every engagement — no juniors learning on your dime, no call-center "advisors."
Our fees are on this page. No percentage-of-assets creep, no commissions, no surprise "platform charges" on statements.
Mortgage readiness, refinancing math and down-payment strategy — most advisors ignore the biggest debt of your life. We plan for it.
Institutional-grade portfolio analytics and planning software, deployed by humans who answer the phone — usually the same day.
256-bit encryption, multi-factor access, custodial accounts held at independent qualified custodians — your data and dollars stay separated and safe.
No jargon, no pressure, no 40-page PDF you'll never read. Just a clear, repeatable process.
A complimentary 45-minute consultation. We map your income, debts, home goals, retirement timeline and — most importantly — what money means to you. Zero cost, zero obligation.
Within 10 business days you receive your written plan: cash-flow design, investment policy, loan strategy, tax-aware structure and a prioritized action list in plain English.
We implement together — accounts opened, transfers coordinated, automations switched on, lender files prepared. You always approve every move before it happens.
Quarterly check-ins, an annual full re-plan, and unlimited secure messaging between. Life changes; your plan changes with it.
Explore our complete range of lending, wealth, tax and insurance services designed around your financial goals.
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Access practical personal financing for planned purchases, unexpected expenses, and important life goals. We help you review borrowing options, understand repayment expectations, and compare costs before committing. The goal is a manageable loan strategy that fits your broader financial plan.
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Explore credit-based financing with a clear view of rates, terms, repayment obligations, and total borrowing costs. We help you understand how a new loan may affect your monthly budget and credit profile. Our approach keeps the borrowing decision focused, transparent, and aligned with your needs.
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Plan for home financing with guidance on affordability, loan structure, down-payment considerations, and repayment strategy. We help you prepare for the financial responsibilities that come with buying or refinancing a home. The result is a clearer path toward a mortgage decision you can manage with confidence.
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Build a long-term wealth strategy around your goals, time horizon, risk preferences, and changing financial needs. Planning can include investment allocation, retirement preparation, cash reserves, and progress reviews. We focus on creating a disciplined framework that supports sustainable financial growth.
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Understand how tax considerations can influence saving, investing, borrowing, and major financial decisions. We provide planning-focused guidance to help you identify questions, opportunities, and potential obligations to discuss with qualified tax professionals. Better coordination can help you make more informed financial choices.
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Review protection needs for your family, income, health, property, and other important assets. We help you consider coverage gaps, affordability, and how insurance fits into your wider financial plan. The objective is a practical safety net that supports financial resilience when circumstances change.
Choose a one-time written plan or ongoing advisory. Every option is fee-only — we never earn a cent from commissions.
For motivated DIYers who want an expert-checked roadmap.
Complete planning plus ongoing investment management.
For business owners, executives and multi-generational families.
All plans include our fiduciary oath in writing · Cancel ongoing advisory anytime, no penalties · First consultation is always free.
45 minutes with a senior advisor, completely free and completely pressure-free. You'll leave with at least two actionable insights — whether or not you ever hire us.
Every advisor at Fortune Wealths signs a binding fiduciary oath, and our engagement letter obligates us legally to act in your best interest at all times. We're happy to send you the signed document before you commit to anything.
100% fee-only. Flat fees for one-time plans and fixed monthly fees for ongoing advisory. We receive no commissions, no referral kickbacks, no revenue sharing from fund companies or lenders — nothing.
No. Some of our best client stories started with a $3,000 emergency fund and a goal. Our Foundation plan was designed exactly for people building from the ground up.
Yes — we serve clients in all 50 states and Washington, D.C. via secure video and phone. Our Portland office is home base, but geography has never limited our client list.
We don't lend — and that's deliberate, so our loan planning advice stays unbiased. We prepare your finances, documents and borrowing strategy, then coordinate directly with lenders of your choosing so you compare offers from a position of strength.
All data is encrypted in transit (256-bit TLS) and at rest, access is multi-factor restricted, and investment accounts are held at independent qualified custodians — we can never physically hold your money. Full details are in our Privacy Policy.
Within 10 business days of your Discovery session. Complex business or estate engagements may take up to 15 — and we'll tell you that upfront, not as a surprise.
We don't sell products. If insurance or an annuity genuinely fits your plan, we specify exactly what to buy and connect you with vetted providers — while we stay on the advisory side, conflict-free.
Absolutely — it's built into our Private Client tier, and available to any client on request. Good planning happens at the intersection of investments, taxes and law, so we collaborate by default, with your written permission.
Anytime, with 30 days' written notice and zero exit penalties. Your accounts remain in your name at the custodian — we never trap client assets. We'd rather earn your business monthly than lock you in annually.
One conversation. Forty-five minutes. A clearer financial future — or your money back on every plan we've ever written.
519 Cumberland Ave #2, Portland,
Maine 04101, USA
Monday – Friday · 8:30 AM – 5:30 PM Mountain Time
Virtual appointments available across all U.S. time zones.