Fortify Wealth, Inc.

Fortify Wealth, Inc. is a registered investment adviser founded in 1984, offering asset management, financial planning, and ERISA plan services. The firm requires a minimum account size of $1,000,000 and charges asset-based fees ranging from 0.50% to 1.5% annually. The firm's investment strategy focuses on asset allocation, risk management, and long-term investments. Fortify Wealth does not sponsor wrap fee programs and had $107,084,579 in discretionary assets under management as of December 31, 2024. The firm's principal executive officers, John McKinley and Don McKinley, have extensive experience in the financial industry and hold certifications such as CFP®, ChFC®, and CLU®. They are committed to a Code of Ethics that prioritizes clients' best interests. The firm's supervised person, Zachary S. Wagganer, also has a background in business administration and financial services. Fortify Wealth does not have any disciplinary actions or financial conditions that impair its ability to meet commitments to clients. The firm does not receive external compensation for client referrals and does not engage in proprietary trading. Clients are encouraged to vote their own proxies, and the firm emphasizes transparency and client-focused services in its operations.