Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
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
Introducing the 530A Accounts
An article explaining 530A Accounts.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.