$450MM AUM | $3.1MM Rev in
Palm Desert, CA
Fortem Financial is a small boutique firm that specializes in Financial planning and investment strategies for HNW Families. We are a Focus Financial Partner firm and we are looking to expand our presence in the South West. We are interested in buying or merging with likeminded advisory firms. Fortem has a Insurance and Mortgage division to better assist our clients implement their financial strategies. Fortem can offer a Hybrid platform to incoming partners to Grow your practice faster and without restraints and serve your clients better.