FORTIFY Private Wealth Management

Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients—and their families—through the process. Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.


Advisors

Anthony Pol

Anthony Pol

Financial Advisor

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Robert Kimble

Robert Kimble

Associate Financial Advisor

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Team

Dianne M Gardner

Dianne M Gardner

Operations Director,

Chief Operating Officer
Jennifer L Davis

Jennifer L Davis

Marketing Manager

Juliana Buswell

Juliana Buswell

Client Service Manager,

Financial Planning Specialist
Lance Koury

Lance Koury

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