Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
How We Serve Clients
Welcome to Fortitude Wealth Management, we strive to be your trusted partner for comprehensive wealth management in Newport Beach. At Fortitude, we specialize in crafting personalized financial strategies that seek to empower our clients to pursue their unique goals with confidence.
Our time-tested process begins with a deep understanding of your financial aspirations, followed by a tailored plan that integrates investment management, tax optimization strategies, and estate planning.
With a commitment to transparency and proactive communication, we aim to guide you every step of the way, seeking to ensure your wealth works as hard as you do. Start your journey to financial fortitude today.
Daniel Stellini, CEPA®
Founder & Wealth Manager
Ryan T. Krause, CFP®
Founder & Wealth Manager
Zachary Alario, CFP®
Founder & Wealth Manager
Melissa Venegas
Senior Client Service Administrator
Valerie Barrera-Moreno
Senior Client Service Administrator
Strategic Partners
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