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Building - Your Custom Plan
Defending - Your Portfolio
Advancing - with Strategic Planning

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Experienced Financial Advisors

What if you never had to find another financial advisor again?


Making the Choice
When it comes to building your wealth, you have many choices. Finding the right team to work for your interests is vital.  It’s a decision you want to get right.

When you want an investment advisor who checks these boxes:

  • TEAM - Works with part of a diversified team of specialists
  • TECHNOLOGY - Has exclusive access to a disciplined and timely approach to investing
  • SECURITY - Uses a secure online client portal
  • TRANSPARENT FEES - Is Fee-based
  • FIDUCIARY - Is committed to align their interest with those of their client
  • RELATIONSHIP - Consistently provides personal one-one access, attention, and legacy data

Contact us today to schedule your first meeting with an EWM Financial Advisor.

Schedule a Call

Where have you been?


Where are you now?


Where would you like to be?

There is no wrong answer. 

We want to help you get there, no matter where “there” is. Building your custom plan starts here.

We won’t squeeze you into a pre-configured box. Your private wealth advisor will work with our Compliance and Portfolio Management specialists to help build the plan that works specifically toward your investment goals.

The team at EWM works to manage your account throughout every season of your life. We are dedicated to building long-lasting relationships, seeking to provide you with reliable recommendations that work in your best interest. 

Get the information you need.

Step 1
Contact
Start with a 15-minute call.
Step 2
Meet
Get answers with an EWM advisor.
Step 3
Grow
Create your wealth-building plan with us.

Build. Defend. Advance.

It’s not just a slogan. We’re working hard to elevate every client’s investment experience.

Build

Each client’s customized investment and retirement strategy is built by our advisory team and backed by the combined experience of a wealth management firm.

Defend

Client portfolios are positioned in an attempt to take advantage of market opportunities while defending the downside.
It’s wise investing for an ever-changing world.™

Advance

We closely monitor and adjust your portfolio by identifying new opportunities based on thorough market research.
This allows us to advance together in the direction of every client’s goals.


Contact us today to learn about a custom wealth-building plan with our defensive growth approach.

"Build. Defend. Advance."

What does this mean?

The Difference

Build. Defend. Advance.
Your developed financial plan is positioned in an attempt to take advantage of market opportunities and defend what you've earned.


Our Protactical™ Approach

The Fortunatus Investments WrapFee Program is only available through a relationship with EWM. This Protactical™ (proactive + tactical) approach strives to anticipate opportunities in the global markets with the flexibility to make timely and tactical model adjustments. 

Each portfolio is based on client risk tolerance, plan objectives and Fortunatus proprietary research. Protactical™ is a bridge between asset protection and your desire to grow your wealth. 

While no investment is certain, what is certain is that together, we will use our resources to work tirelessly with you to build, defend, and advance your future.

Financial Fitness Checklist

Do you feel confident about
your financial health?

Are you concerned there are areas of your wealth-building muscle that are not as strong as they could be?

Get a clearer picture in less than 10-minutes with our Financial Fitness Self-Assessment.
 

Get the Checklist


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